Brown Advisory Sustainable Growth Fund
Fund offered by:
Brown Advisory Funds
Ticker: BAWAXsocially responsible
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$819.89 MILLION
Prison industrial complex
4
flagged holdings
13%
of assets flagged
Data as of 8/31/21
Flagged investments:
$819.89 MILLION, 13% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
2
holdings
$568.24M
invested
8.71%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
4
holdings
$819.89M
invested
13%
of portfolio
All flagged holdings
4 holdings
4 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $308.45M
    4.73%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $259.79M
    3.98%
  • 3.  Thermo Fisher Scientific Inc
    Border industry
    $213.05M
    3.26%
  • 4.  Accenture PLC Class A
    Border industry
    $38.6M
    0.59%
Higher risk
Private prison operator
Brown Advisory Sustainable Growth Fund $BAWAX has $819.89 MILLION invested in 4 companies involved in the prison industrial complex, amounting to 13% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on BAWAX at Morningstar.com
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
7.39% less invested
Less invested in all screened border industry companies 
4.93% less invested
Less invested in all screened companies 
8.08% less invested
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
7.39% less invested
Less invested in all screened border industry companies 
4.93% less invested
Less invested in all screened companies 
8.08% less invested
Current fund
BAWAX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
6.74% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.12% less invested
Less invested in higher risk companies 
1.12% less invested
Less invested in all screened prison industry companies 
7.39% less invested
Less invested in all screened border industry companies 
4.93% less invested
Less invested in all screened companies 
8.08% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
BAWAX - Brown Advisory Sustainable Growth Fund
34%
25%
24%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0% 
Fund compared to benchmark
 
3.56%
8.83%
6.74%
/
Same
Find more financial data on BAWAX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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