BAWAX : Brown Advisory Sustainable Growth Fund Advisor Shares

BAWAX is a US Stocks Market Large Growth with HIGH fees.

BAWAX

Brown Advisory Sustainable Growth Fund Advisor Shares

FI Score

47 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

47% FI Score
  • bawax
  • Mutual Fund
  • US Stocks
  • Large Growth

Brown Advisory Sustainable Growth Fund Advisor Shares

Expenses: 1.13% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.

Largest Holdings

Amount Holding
5.51% Amazon.com Inc
5.03% Microsoft Corp
4.61% American Tower Corp
4.56% Danaher Corp
4.43% Visa Inc Class A
4.05% UnitedHealth Group Inc
3.86% Intuit Inc
3.85% Thermo Fisher Scientific Inc
3.84% Alphabet Inc A
3.54% Verisk Analytics Inc
3.17% Adobe Inc
3.10% Bio-Rad Laboratories Inc
3.02% West Pharmaceutical Services Inc
2.99% Autodesk Inc
2.86% Ecolab Inc
2.82% Monolithic Power Systems Inc
2.61% Marvell Technology Group Ltd
2.60% ServiceNow Inc
2.59% Tyler Technologies Inc
2.53% IDEXX Laboratories Inc
2.52% Nordson Corp
2.43% The Home Depot Inc
2.29% Fortive Corp
2.28% Analog Devices Inc
2.13% Ball Corp

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