About BIAYX
The Brown Advisory Sustainable Small-Cap Core Fund Investor Shares is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in equity securities of small-cap U.S. companies. The fund employs a balanced strategy, integrating both growth-oriented and value-oriented holdings into a concentrated, low-turnover portfolio. Its unique approach combines fundamental financial analysis with in-depth sustainable investment research, targeting companies that demonstrate strong business fundamentals, attractive valuations, and "Sustainable Drivers"—core characteristics related to a company's products, services, or operations that are expected to deliver positive financial, environmental, and social outcomes.
By emphasizing sustainability criteria in security selection, the fund aims to identify small-cap companies—typically with market capitalizations below $6 billion or the threshold of the Russell 2000® Index—that may be misrated by the broader market due to limited sustainability-related disclosures. The fund’s composition typically spans diverse sectors, with a select number of holdings that reflect the investment team's conviction in long-term opportunities and risk management. With its distinctive research-intensive process, the fund serves investors seeking exposure to small-cap equities with a meaningful commitment to sustainable business practices and impact-driven growth.
Fund Family Brown Advisory Funds
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BIAYX
Share Class Investor Shares
BIAYX had a total return of 11.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.63%.
