Brown Advisory Small-Cap Fundamental Value Fund - Brown Advisory
Shareclass
Brown Advisory Small-Cap Fundamental Value Fund Investor Shares (BIAUX)
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 Small-Cap Fundamental Value Fund - Brown Advisory
FUND COVERAGE
# of holdings36
% of assets59%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Globant SA1.16%$12.64M
- 2. Portland General Electric Co1.57%$17.18M
- 3. Brightstar Lottery PLC2.36%$25.78M
- 4. John Wiley & Sons Inc1.47%$16.05M
- 5. Old National Bancorp/IN2.19%$24M
- 6. IAC Inc1.26%$13.76M
- 7. Signet Jewelers Ltd1.98%$21.64M
- 8. Nomad Foods Ltd1.71%$18.76M
- 9. First Interstate BancSystem Inc1.11%$12.13M
- 10. Murphy USA Inc1.43%$15.64M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Towne Bank/Portsmouth VA2.28%$24.99M
- 2. Seacoast Banking Corp of Florida1.49%$16.33M
- 3. Talen Energy Corp2.52%$27.55M
- 4. NCR Atleos Corp3.52%$38.48M
- 5. White Mountains Insurance Group Ltd1.66%$18.17M
- 6. WSFS Financial Corp1.83%$19.97M
- 7. OSI Systems Inc1.6%$17.54M
- 8. NCR Voyix Corp1.59%$17.35M
- 9. Eagle Materials Inc1.5%$16.36M
- 10. Oceaneering International Inc2.31%$25.26M
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 Small-Cap Fundamental Value Fund - Brown Advisory
Totals
Holdings
Assets
Weight
Prisons
2.0
$18.09M
1.65%
Prisons high risk
1.0
$12.74M
1.16%
Private prisons
0.0
$0
0%
Borders
2.0
$30.28M
2.77%
Borders high risk
1.0
$12.74M
1.16%
Total
3.0
$35.63M
3.26%
Holdings — 3 flagged holdings
1.
OSI Systems Inc
:$17.54M
1.6%
2.
Cadre Holdings Inc
:$12.74M
1.16%
3.
Acadia Healthcare Co Inc
$5.35M
0.49%
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 Small-Cap Fundamental Value Fund - Brown Advisory BIAUX
Environment
Social
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