Brown Advisory Sustainable Growth Fd Adv Shs

Frequently Asked Questions About BAWAX

What does BAWAX invest in?

This fund commits a minimum of 80% of its net assets (inclusive of any borrowed funds for investment purposes) to the equity securities of sustainable U.S. companies. Its investments primarily target mid-cap and large-cap enterprises. Brown Advisory LLC, the advisor, identifies these companies based on three core tenets: they must possess strong financial standing and resilient business models, indicating potential for peer outperformance and above-average earnings growth over a market cycle; they must adeptly implement Sustainable Business Advantages; and their shares must be valued attractively.

What is the expense ratio of BAWAX?

Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BAWAX?

Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX) manages $6.01B 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 BAWAX actively managed or an index fund?

BAWAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BAWAX launched?

Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX) launched in June 2012 and is managed by the fund issuer.

How has BAWAX performed?

BAWAX'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.