Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX) Research

This fund commits a minimum of 80% of its net assets (inclusive of any borrowed funds for investment purposes) to the equity securities of sustainable U.S. companies. Its investments primarily target mid-cap and large-cap enterprises. Brown Advisory LLC, the advisor, identifies these companies based on three core tenets: they must possess strong financial standing and resilient business models, indicating potential for peer outperformance and above-average earnings growth over a market cycle; they must adeptly implement Sustainable Business Advantages; and their shares must be valued attractively.

Market snapshot

Symbol
BAWAX
Price
$44.12
Day change
+1.61%
Market cap
$6.0B
52-week range
36.13-56.76
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Science and Technology Opportunities Portf Investor A (BGSAX)
  • Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX)
  • BlackRock Mid-Cap Growth Equity Portfolio (BMGAX)
  • BlackRock Mid-Cap Growth Equity Portfolio Investor C Shares (BMGCX)
  • BlackRock Mid-Cap Growth Equity K (BMGKX)
  • BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)
  • Macquarie Value Inst (DDVIX)
  • Hartford Schroders International Stk F (HSWFX)

Open Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.