About BAWAX
Brown Advisory Sustainable Growth Fund Advisor Shares is an open-end mutual fund specializing in long-term capital appreciation through investments in mid- and large-cap U.S. companies. The fund’s strategy centers on identifying businesses that not only exhibit strong financial fundamentals and business models, but also effectively integrate sustainable business practices as a driver of future growth. Portfolio holdings typically feature companies with resource-efficient designs, forward-thinking management, and products or services that address key sustainability challenges, such as environmental responsibility or operational efficiency. The fund maintains a concentrated portfolio, holding approximately 35 companies across diversified sectors including technology, healthcare, consumer cyclical, and financial services. It invests at least 80% of its assets in equity securities, with the flexibility to allocate up to 15% to non-U.S. and emerging market companies, often via American Depository Receipts. Benchmarked against the Russell 1000 Growth Index, this fund aims to balance growth potential with sustainability criteria, playing a notable role for investors seeking exposure to companies with durable competitive advantages rooted in sustainable business strategies.
Fund Family Brown Advisory Funds
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BAWAX
Share Class Advisor Shares
Index Russell 1000 Growth TR
BAWAX had a total return of -2.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.51%.
