Nasdaq - Delayed Quote USD

Brown Advisory Sustainable Growth Inv (BIAWX)

49.31 +0.56 (+1.15%)
At close: 8:05 AM EDT

Investment Information

Min Initial Investment
100
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Raymond James Recommended
  • Commonwealth Universe
  • WFA MF Advisory Updated 4.3.24
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • WFA Fdntl Choice/PIM Updated 8.1.23
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.

Fund Overview

Category Large Growth
Fund Family Brown Advisory Funds
Net Assets 9.87B
YTD Return 10.85%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2012

Performance & Risk

YTD Return 4.49%
5y Average Return 14.89%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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