BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares

Baltimore, Maryland 21231

901 S. Bond Street Suite 400

Brown Advisory Incorporated

+1 8005406807
Management Information
,Lead Manager since August 28, 2021
Emily Dwyer joined Brown Advisory in 2014. She is a co-portfolio manager of the Sustainable Small-Cap Core Strategy and assists with new sustainable investing product development. A graduate of Smith College, Emily came to Brown Advisory with a breadth of experience in the Sustainable Investing space, having held research positions at Parnassus Investments, Sustainalytics, and the United Nations Environmental Programme Finance Initiative. She has been an active member of local sustainable investing groups, such as WISE (Women Investing in a Sustainable Economy) since 2014. In 2019, Emily was named to the SRI Conference’s list of “30 Under 30” sustainable investing professionals. She is based out of Brown Advisory’s Boston Office.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyBrown Advisory Funds
Net Assets49.87M
YTD Return0.61%
Morningstar RatingN/A1
Inception DateSep 29, 2021

Fund Operations

Last DividendN/A
Last Cap Gain-25.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseBAFYXCategory Average
Annual Report Expense Ratio (net)1.08%1.03%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.51%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A