A talented team that uses a patient and risk-aware approach earns Brown Advisory Large-Cap Sustainable Growth’s cheapest share classes a Morningstar Analyst Rating of Silver, while pricier ones warrant Bronze.
Brown Advisory Sustainable Growth I BAFWX
NAV / 1-Day Return
41.97
/
0.50
%
Total Assets
6.6 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
10.13
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
23%
Morningstar’s Fund 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.
Thoughtful ESG investing over the long haul.
