Brown Advisory Sustainable Growth Fund
Fund offered by:
Brown Advisory Funds
Ticker: BAWAXsocially responsible
Gender equality score
Gender equality score

47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
58.1
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,002 out of 2,391 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Accenture PLC Class A
    0.59% of assets
    $38.6M invested
  • 2. Visa Inc Class A
    3.45% of assets
    $225.14M invested
  • 3. Etsy Inc
    2.2% of assets
    $143.86M invested
  • 4. Autodesk Inc
    2.64% of assets
    $172.58M invested
  • 5. Adobe Inc
    3.71% of assets
    $242.08M invested
  • 6. Ecolab Inc
    1.71% of assets
    $111.82M invested
  • 7. Microsoft Corp
    4.73% of assets
    $308.45M invested
  • 8. Intuit Inc
    4.2% of assets
    $273.97M invested
  • 9. Starbucks Corp
    1.86% of assets
    $121.13M invested
  • 10. Amazon.com Inc
    3.98% of assets
    $259.79M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Dynatrace Inc
    3.2% of assets
    $208.76M invested
  • 2. Enphase Energy Inc
    0.85% of assets
    $55.58M invested
  • 3. Chegg Inc
    1.29% of assets
    $84.29M invested
  • 4. Bio-Rad Laboratories Inc
    2.86% of assets
    $186.55M invested
  • 5. Thermo Fisher Scientific Inc
    3.26% of assets
    $213.05M invested
  • 6. West Pharmaceutical Services Inc
    3.44% of assets
    $224.63M invested
  • 7. Cadence Design Systems Inc
    3.06% of assets
    $199.73M invested
  • 8. Edwards Lifesciences Corp
    2.31% of assets
    $150.8M invested
  • 9. Monolithic Power Systems Inc
    2.83% of assets
    $184.63M invested
  • 10. Marvell Technology Inc
    2.75% of assets
    $179.51M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on BAWAX at Morningstar.com
Gender Equality and Returns
Returns chart for Brown Advisory Sustainable Growth Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
BAWAX - Brown Advisory Sustainable Growth Fund
34%
25%
24%
/
47  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
3.56%
8.83%
6.74%
/
2  / 100 points lower
Find more financial data on BAWAX at Morningstar.com
What's next?
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