About BAFYX
The Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares is a mutual fund focused on long-term capital appreciation through investments in U.S. small-cap companies. The fund employs a core strategy, balancing both growth-oriented and value-oriented holdings to build a concentrated, low-turnover portfolio. Its primary objective is to select companies exhibiting strong business fundamentals, attractive valuations, and what the fund terms "Sustainable Drivers"—factors derived from a company's products, services, or operations that can generate positive financial, environmental, or social outcomes. Portfolio managers employ rigorous fundamental and sustainable research to identify quality investments, seeking opportunities where small-cap companies’ sustainability efforts may be undervalued or overlooked by the broader market. The fund predominantly invests in sectors such as financials, industrials, health care, and information technology, reflecting its diversified yet research-intensive approach. By integrating sustainability into its core investment process, the fund aims to support long-term value creation while addressing broader societal and environmental themes within the small-cap asset class.
Fund Family Brown Advisory Funds
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BAFYX
Share Class Institutional Shares
Index Index is not provided by Management Company
BAFYX had a total return of 17.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.36%.
