Brown Advisory Sustainable Growth Fund (BIAWX.O)

At A Glance

You hold BIAWX.O in 0 portfolios

Net Asset Value

37.95USD

 1.44 +3.94%

05/27/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -22.96%
Classification
Multi-Cap Growth
5 Year Return (Annualized)
 17.11%
Lipper Index
Lipper Mlt-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since June, 2012 »

 BIAWX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyBrown Advisory Funds
Inception Date06/29/2012
Portfolio Turnover23%
Dividend Yield--
Fund ManagerFunk/Powell
Manager Tenure2012
Brown Advisory Funds
PO Box 701
Milwaukee, WI 53201-0701

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.80%
Max 12b-1 Fee Ratio--
Early Redemption Fee1.00%
Initial Investment$100
Subsequent Investments$100
Initial IRA Investments$100
Subsequent IRA Investments$100

Investment Strategy

The Fund seeks long-term capital appreciation. The Fund invests primarily in the securities of medium and large capitalization companies that the Adviser have prospects for above average earnings growth in the future, and effectively implement environmentally sustainable strategies to drive their earnings growth.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
456
Consistent Return
 
456
Capital Preservation
 
12351
Low Expense
 
116
Tax Efficiency (U.S. only)
 
456

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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