Brown Advisory Sustainable Growth Adv (BAWAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Brown Advisory Sustainable Growth Adv
Baltimore, Maryland 21231
901 S. Bond Street Suite 400
Brown Advisory Incorporated
+1 8005406807
Management Information
,Lead Manager since June 28, 2012
Karina is a partner and co-portfolio manager of the Brown Advisory Large-Cap Sustainable Growth strategy (LCSG) and chair of sustainable investing. Karina joined Brown Advisory in 2009 and has extensive investment experience spanning early-stage ventures to debt and public equities. Karina is a respected leader in the investment community having been profiled in many leading financial publications, including Barron’s inaugural list of 100 Most Influential Women in Finance. She and co-portfolio manager David Powell have developed a distinctive fundamental research methodology focused on finding companies at the intersection of positive fundamental and sustainable business drivers. Karina was previously an equity research analyst for Winslow Management Co, a principal at Charles River Ventures, and an investment manager at the Massachusetts Renewable Energy Trust.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyBrown Advisory Funds
Net Assets9.39B
YTD Return4.65%
Yield0.00%
Morningstar Rating★★★★
Inception DateJun 28, 2012
Fund Operations
Last DividendN/A
Last Cap Gain26.00
Holdings Turnover13.00%
Average for CategoryN/A
Fees & Expenses
ExpenseBAWAXCategory Average
Annual Report Expense Ratio (net)0.64%0.99%
Prospectus Net Expense Ratio0.64%N/A
Prospectus Gross Expense Ratio0.64%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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