Morningstar

Brown Advisory Sustainable Growth Fund Investor Shares BIAWX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 49.79  /  +0.85 %
  • Total Assets 4.0B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio —
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis BIAWX

Will BIAWX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIAWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIAWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BIAWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strategy with many promising pairings.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Brown Advisory Sustainable Growth (available as a US mutual fund, an Irish UCITS, and an exchange-traded fund) has the right personnel and a complementary pairing of environmental, social, and governance awareness with more traditional growth-stock investing.

by Tony Thomas
Rated on Published on

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Portfolio Holdings BIAWX

More BIAWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
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