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 Multi-Cap Growth
Performance Rating Below 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 8.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.09%.
