Breaking News
Get 40% Off 0
⚠ Earnings Alert! Which stocks are poised to surge?
See the stocks on our ProPicks radar. These strategies gained 19.7% year-to-date.
Unlock full list
Close

Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
51.57 +0.14    +0.27%
16/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.52B
Brown Advisory Sustainable Growth I 51.57 +0.14 +0.27%

BAFWX Overview

 
Find basic information about the Brown Advisory Sustainable Growth Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BAFWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change29.94%
Prev. Close51.43
Risk Rating
TTM Yield0.01%
ROE30.48%
IssuerN/A
Turnover10%
ROA14.98%
Inception Date41089
Total Assets6.52B
Expenses0.61%
Min. Investment1,000,000
Market Cap189.93B
CategoryLarge Growth
What is your sentiment on Brown Advisory Sustainable Growth I?
or
Vote to see community's results!

Brown Advisory Sustainable Growth Fund Institutional Shares Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1109 1109 1348 1382 2206 4480
Fund Return 10.89% 10.89% 34.78% 11.38% 17.14% 16.18%
Place in category 795 795 815 180 179 41
% in Category 64 64 64 21 20 7

Top Equity Funds by Brown Advisory Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Brown Advisory Sustainable Growth F 2.63B 10.85 11.21 16.00
  Brown Advisory Small-Cap Growth Ins 1.05B 5.71 0.03 9.30
  Brown Advisory Small-Cap Growth Inv 827.36M 5.66 -0.11 9.14
  Brown Advisory Small-Cap Fdmtl Val 692.14M 4.79 7.04 7.58
  Brown Advisory Growth Equity Inv 641.52M 8.84 5.19 12.41

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 133.91B 12.54 7.60 13.07
  Fidelity Contrafund 128.94B 17.98 12.69 14.65
  Fidelity Contrafund K 128.94B 17.99 12.77 14.75
  Vanguard Growth Index Adm 75.44B 10.90 10.91 15.06
  JPMorgan Large Cap Growth R6 54.63B 16.14 11.52 17.56

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.94 840.35 -3.87%
  Microsoft US5949181045 6.16 411.84 -0.66%
  Amazon.com US0231351067 5.59 181.28 -1.11%
  Intuit US4612021034 4.67 613.21 +0.28%
  Visa A US92826C8394 4.45 272.62 +0.47%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

BAFWX Comments

Write your thoughts about Brown Advisory Sustainable Growth Fund Institutional Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email