Brown Advisory Sustainable Growth I (BAFWX) Research
The Brown Advisory Sustainable Growth I fund primarily dedicates its capital, allocating a minimum of 80% of its total assets (including any borrowed funds), to equity investments in U.S.-based companies that demonstrate strong sustainable practices. The portfolio predominantly targets established medium and large capitalization firms. Brown Advisory LLC, serving as the Adviser, carefully selects these companies based on three key criteria: 1. They must exhibit robust financial health and sound business models, positioning them to outperform competitors and achieve above-average earnings growth across various market conditions. 2. A crucial factor is their capacity to effectively integrate and leverage Sustainable Business Advantages within their operations. 3. Finally, the Adviser seeks companies with attractive valuations, ensuring a compelling investment proposition.
Market snapshot
- Symbol
- BAFWX
- Price
- $47.66
- Day change
- +1.62%
- Market cap
- $6.0B
- 52-week range
- 38.99-60.24
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baron Partners Fund Institutional Shares (BPTIX)
- Cohen & Steers Realty Shares Fund Class Z (CSJZX)
- Macquarie Value A (DDVAX)
- Massachusetts Financial Research Fund A (MFRFX)
- T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX)
- PGIM Jennison Growth Fund Class Z (PJFZX)
- T. Rowe Price All-Cap Opportunities Fund - I Class (PNAIX)
- T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
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