Brown Advisory Sustainable Fund Quote
| BAFWX Fund | USD 50.81 0.03 0.06% |
PerformanceVery Weak
| Odds Of DistressLow
|
Brown Advisory is trading at 50.81 as of the 23rd of March 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 50.78. Brown Advisory has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC believes have the fundamental strengths to outperform their peers and deliver above-average earnings growth over a market cycle, effectively implement Sustainable Business Advantages, and have attractive valuations.. More on Brown Advisory Sustainable
Moving together with Brown Mutual Fund
| 0.98 | BAFGX | Brown Advisory Growth | PairCorr |
| 0.9 | BAFFX | Brown Advisory Flexible | PairCorr |
| 0.9 | BAFAX | Brown Advisory Flexible | PairCorr |
| 0.98 | BAGAX | Brown Advisory Growth | PairCorr |
Moving against Brown Mutual Fund
Brown Mutual Fund Highlights
| Fund Concentration | Brown Advisory Funds, Large Growth Funds, Large Growth, Brown Advisory Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Brown Advisory Sustainable [BAFWX] is traded in USA and was established 23rd of March 2025. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Brown Advisory Funds family. This fund currently has accumulated 789.25 M in assets under management (AUM) with minimum initial investment of 1000 K. Brown Advisory Susta is currently producing year-to-date (YTD) return of 1.92%, while the total return for the last 3 years was 7.46%.
Check Brown Advisory Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brown Advisory Sustainable Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brown Advisory Sustainable Mutual Fund Constituents
| ECL | Ecolab Inc | Stock | Materials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| ADI | Analog Devices | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DHR | Danaher | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| IDXX | IDEXX Laboratories | Stock | Health Care |
Brown Advisory Susta Risk Profiles
| Mean Deviation | 1.03 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.76 | |||
| Risk Adjusted Performance | (0.10) |
Brown Advisory Against Markets
Other Information on Investing in Brown Mutual Fund
Brown Advisory financial ratios help investors to determine whether Brown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brown with respect to the benefits of owning Brown Advisory security.
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