Brown Advisory Sustainable Growth Fund

Shareclass
Brown Advisory Sustainable Growth Adv (BAWAX)
Type
Open-end mutual fund
Sustainability mandate
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
$1.73 BILLION
Prison industrial complex
4
flagged holdings
18%
of assets flagged
Data as of 29 Feb 2024
Flagged investments:
$1.73 BILLION, 18% 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
$1.15B
invested
12%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
4
holdings
$1.73B
invested
18%
of portfolio
All flagged holdings
4 holdings
4 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $602.11M
    6.16%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $545.55M
    5.59%
  • 3.  Alphabet Inc Class A
    Border industry
    $322.04M
    3.3%
  • 4.  Thermo Fisher Scientific Inc
    Border industry
    $264.73M
    2.71%
Higher risk
Private prison operator
Brown Advisory Sustainable Growth Fund $BAWAX is 18% ($1.73 BILLION) invested in companies with prison involvement
Tweet 
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: 3/31/24
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 10-yr returns 
2.79% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.27% less invested
Less invested in higher risk companies, border industry 
1.3% less invested
Less invested in higher risk companies 
1.3% less invested
Less invested in all screened prison industry companies 
4.02% less invested
Less invested in all screened border industry companies 
0.96% less invested
Less invested in all screened companies 
5.41% 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: 3/31/24
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 10-yr returns 
2.79% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.27% less invested
Less invested in higher risk companies, border industry 
1.3% less invested
Less invested in higher risk companies 
1.3% less invested
Less invested in all screened prison industry companies 
4.02% less invested
Less invested in all screened border industry companies 
0.96% less invested
Less invested in all screened companies 
5.41% 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: 3/31/24
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 10-yr returns 
2.79% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.27% less invested
Less invested in higher risk companies, border industry 
1.3% less invested
Less invested in higher risk companies 
1.3% less invested
Less invested in all screened prison industry companies 
4.02% less invested
Less invested in all screened border industry companies 
0.96% less invested
Less invested in all screened companies 
5.41% 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%
11%
17%
16%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
11%
15%
13%
0% 
Fund compared to benchmark
 
4.37%
-0.54%
1.66%
2.79%
Same
Find more financial data on BAWAX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer