Brown Advisory Sustainable Growth (and its Irish UCITS version) has established managers who effectively blend growth-stock investing with environmental, social, and governance (or ESG) thinking.
Brown Advisory Sustainable Growth Adv BAWAX
- NAV / 1-Day Return 52.61 / +0.42 %
- Total Assets 10.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100
- Status Open
- TTM Yield —
- Turnover 13%
USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis BAWAX
Will BAWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 9.00 | 866.0 Mil | Technology |
Microsoft Corp | 6.83 | 657.8 Mil | Technology |
Amazon.com Inc | 6.01 | 578.3 Mil | Consumer Cyclical |
Visa Inc Class A | 4.33 | 416.7 Mil | Financial Services |
Intuit Inc | 4.19 | 403.7 Mil | Technology |
Alphabet Inc Class A | 4.14 | 399.0 Mil | Communication Services |
ServiceNow Inc | 3.61 | 347.1 Mil | Technology |
Danaher Corp | 3.54 | 341.2 Mil | Healthcare |
Progressive Corp | 3.06 | 294.3 Mil | Financial Services |
Marvell Technology Inc | 3.00 | 289.1 Mil | Technology |