- What does BIAWX invest in?
- This fund commits a minimum of 80% of its net assets, including any capital raised through borrowing, to equity investments in U.S.-based companies that operate sustainably. The strategy predominantly focuses on acquiring shares in mid-to-large capitalization enterprises. Brown Advisory LLC (the Adviser) selects these businesses based on their strong fundamental characteristics, such as sound financial health and effective business models, which are expected to lead to superior performance compared to their peers and generate above-average profit growth across market cycles. Furthermore, the Adviser looks for companies that skillfully apply Sustainable Business Advantages and offer compelling valuations.
- What is the expense ratio of BIAWX?
- Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BIAWX?
- Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX) manages $6.04B 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 BIAWX actively managed or an index fund?
- BIAWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BIAWX launched?
- Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX) launched in June 2012 and is managed by the fund issuer.
- How has BIAWX performed?
- BIAWX'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.
