- What does BAFWX invest in?
- The Brown Advisory Sustainable Growth I fund primarily dedicates its capital, allocating a minimum of 80% of its total assets (including any borrowed funds), to equity investments in U.S.-based companies that demonstrate strong sustainable practices. The portfolio predominantly targets established medium and large capitalization firms. Brown Advisory LLC, serving as the Adviser, carefully selects these companies based on three key criteria: 1. They must exhibit robust financial health and sound business models, positioning them to outperform competitors and achieve above-average earnings growth across various market conditions. 2. A crucial factor is their capacity to effectively integrate and leverage Sustainable Business Advantages within their operations. 3. Finally, the Adviser seeks companies with attractive valuations, ensuring a compelling investment proposition.
- What is the expense ratio of BAFWX?
- Brown Advisory Sustainable Growth I (BAFWX) charges an expense ratio of 0.60%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BAFWX?
- Brown Advisory Sustainable Growth I (BAFWX) manages $5.96B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BAFWX actively managed or an index fund?
- BAFWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BAFWX launched?
- Brown Advisory Sustainable Growth I (BAFWX) launched in June 2012 and is managed by the fund issuer.
- How has BAFWX performed?
- BAFWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
