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Morningstar

Brown Advisory Sustainable Growth I BAFWX

Morningstar Analyst Rating
Analyst rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 39.96  /  2.51 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 19%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis BAFWX

Will BAFWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAFWX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BAFWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BAFWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Proving ESG is useful in an investor’s toolkit.

Associate Director

Summary

| by Tony Thomas

Brown Advisory Sustainable Growth’s success makes a compelling case that sustainability is good for businesses—and their stocks. The U.S. mutual fund and Irish UCITS earn Morningstar Analyst Ratings of Silver or Bronze, depending on fees.

Unlock our full analysis with Morningstar Investor