BASVX – Brown Advisory Sustainable Val Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal conditions, The adviser seeks to achieve the fund’s investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities that satisfy the fund’s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies. Large market capitalization companies are, according to the adviser, those companies with market capitalizations generally greater than $3 billion at the time of purchase.

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
BISVX	Brown Advisory Sustainable Value Fund Investor Shares	No Load	Open			Feb 28, 2023	$1.17M	0.860%	Average	$100	$348,357.69
BASVX	Brown Advisory Sustainable Value Fund Institutional Shares	Institutional	Open			Feb 28, 2023	$180.08M	0.710%	Average	$1M	−$12.16M

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