Brown Advisory Growth Equity Fund - Brown Advisory
Shareclass
Brown Advisory Growth Equity Fund Advisor Shares (BAGAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brown Advisory Growth Equity Fund - Brown Advisory
FUND COVERAGE
# of holdings33
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc3.46%$13.55M
- 2. Hilton Worldwide Holdings Inc4.45%$17.45M
- 3. Uber Technologies Inc3.15%$12.35M
- 4. Autodesk Inc2.77%$10.85M
- 5. Microsoft Corp4.89%$19.14M
- 6. S&P Global Inc1.82%$7.13M
- 7. Trane Technologies PLC2.34%$9.16M
- 8. Intuit Inc3.46%$13.56M
- 9. ServiceNow Inc2.48%$9.73M
- 10. Meta Platforms Inc3.51%$13.74M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cintas Corp2.46%$9.64M
- 2. Trade Desk Inc/The1.19%$4.66M
- 3. DraftKings Inc1.86%$7.3M
- 4. Fair Isaac Corp2.84%$11.14M
- 5. West Pharmaceutical Services Inc2.3%$9.03M
- 6. Broadcom Inc4.34%$16.99M
- 7. Marvell Technology Inc3.04%$11.92M
- 8. Cadence Design Systems Inc2.32%$9.09M
- 9. TransDigm Group Inc2.23%$8.72M
- 10. Costco Wholesale Corp3.3%$12.93M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Brown Advisory Growth Equity Fund - Brown Advisory
Totals
Holdings
Assets
Weight
Prisons
4.0
$66.13M
17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$53.21M
14%
Borders high risk
0.0
$0
0%
Total
4.0
$66.13M
17%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$19.14M
4.89%
2.
Amazon.com Inc
:$19.11M
4.88%
3.
Alphabet Inc
:$14.96M
3.82%
4.
Costco Wholesale Corp
$12.93M
3.3%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Brown Advisory Growth Equity Fund - Brown Advisory BAGAX
Environment
Social
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