Nasdaq - Delayed Quote USD

Brown Advisory Sustainable Small-Cap Core Fund (BIAYX)

9.80
+0.02
+(0.20%)
At close: 8:00:07 PM EDT

Investment Information

Min Initial Investment
100
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Raymond James Recommended
  • Commonwealth Universe
  • WFA MF Advisory Updated 5.1.25
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • WFA Fdntl Choice/PIM Updated 8.1.23
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-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 93.29M
YTD Return -7.47%
Yield 0.54%
Morningstar Rating
Inception Date Sep 30, 2021

Performance & Risk

YTD Return -3.83%
5y Average Return 0.00%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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