Brown Advisory Sustainable Small-Cap Core Fund

Shareclass
Brown Advisory Sustainable Sml-Cp Cr Inv (BIAYX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Brown Advisory Sustainable Small-Cap Core Fund

FUND COVERAGE
# of holdings57
% of assets74%
Score
40 / 100
Rank

32.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #732 out of 1,085

Grade
D

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

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Neurocrine Biosciences Inc
         % of fund invested: 1.31%
         $USD invested: $1.27M
  • 2. Novanta Inc
         % of fund invested: 1.03%
         $USD invested: $996,092
  • 3. Cytokinetics Inc
         % of fund invested: 1.02%
         $USD invested: $990,984
  • 4. Essential Properties Realty Trust Inc
         % of fund invested: 1.02%
         $USD invested: $985,681
  • 5. H.B. Fuller Co
         % of fund invested: 0.87%
         $USD invested: $842,310
  • 6. Dynatrace Inc Ordinary Shares
         % of fund invested: 0.81%
         $USD invested: $788,282
  • 7. Cushman & Wakefield PLC
         % of fund invested: 1.33%
         $USD invested: $1.29M
  • 8. Wyndham Hotels & Resorts Inc Ordinary Shares
         % of fund invested: 1.63%
         $USD invested: $1.58M
  • 9. John Wiley & Sons Inc Class A
         % of fund invested: 1.64%
         $USD invested: $1.59M
  • 10. Old National Bancorp
         % of fund invested: 2.01%
         $USD invested: $1.95M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Towne Bank
         % of fund invested: 1.08%
         $USD invested: $1.04M
  • 2. Talen Energy Corp Ordinary Shares New
         % of fund invested: 2.1%
         $USD invested: $2.03M
  • 3. Vaxcyte Inc Ordinary Shares
         % of fund invested: 0.69%
         $USD invested: $664,641
  • 4. Power Integrations Inc
         % of fund invested: 0.86%
         $USD invested: $832,870
  • 5. NCR Atleos Corp
         % of fund invested: 1.82%
         $USD invested: $1.77M
  • 6. Openlane Inc
         % of fund invested: 1.39%
         $USD invested: $1.34M
  • 7. Vertex Inc Class A
         % of fund invested: 1.48%
         $USD invested: $1.44M
  • 8. WSFS Financial Corp
         % of fund invested: 1.19%
         $USD invested: $1.16M
  • 9. OSI Systems Inc
         % of fund invested: 1.83%
         $USD invested: $1.78M
  • 10. Enerpac Tool Group Corp Class A
         % of fund invested: 1.27%
         $USD invested: $1.24M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Brown Advisory Sustainable Small-Cap Core Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$1.78M
1.83%
     Borders high risk
0
$0
0%
Total
1
$1.78M
1.83%
Full fund results

Holdings — 1 flagged holdings

1.
OSI Systems Inc
Borders
$1.78M
1.83%
Borders :
$1.78M
1.83%
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