BASG – Brown Advisory Sustainable Growth ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”). Under normal conditions, the fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies that meet the sustainable investment criteria of the fund, collectively the “investment criteria.”

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BASG	Brown Advisory Sustainable Growth ETF	ETF	Open	—		Jun 13, 2025	$518.08M	0.610%	—	—	−$59.56M

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