D
Brown Advisory Sustainable Value Fund Institutional Shares BASVX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Phone Exchange, Wire Redemption
Performance
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Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Brown Advisory
Manager/Tenure
(Years)
Michael Poggi (2)
Address
901 S Bond St
Baltimore MD - 21231
Country
United States
Phone Number
410-537-5400
Investment Strategy
The investment seeks to achieve long-term capital appreciation. Under normal conditions, The adviser seeks to achieve the fund’s investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities that satisfy the fund’s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies. Large market capitalization companies are, according to the adviser, those companies with market capitalizations generally greater than $3 billion at the time of purchase.