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Nasdaq - Delayed Quote USD
Brown Advisory Sustainable Sml-Cp Cr Ins (BAFYX)
9.11
-0.70
(-7.14%)
At close: 8:00:06 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- (Junk)CommonWealth PPS
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- Securities America Inc.
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal conditions, Brown Advisory LLC (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 of small domestic companies that satisfy the fund’s Fundamental and Environmental, Social and Governance (“ESG”) criteria.
Fund Overview
| Category | Small Blend |
| Fund Family | Brown Advisory Funds |
| Net Assets | 88.25M |
| YTD Return | 1.96% |
| Yield | 0.62% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2021 |
Performance & Risk
| YTD Return | -3.82% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
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