Brown Advisory Sustainable Value Fund
Shareclass
Brown Advisory Sustainable Val Inst (BASVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brown Advisory Sustainable Value Fund
FUND COVERAGE
# of holdings41
% of assets95%
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
29 / 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. Sanofi SA ADR4.12%$7.09M
- 2. Bank of America Corp3.86%$6.64M
- 3. Unilever PLC ADR3.46%$5.97M
- 4. Hologic Inc1.44%$2.49M
- 5. Citigroup Inc2.91%$5.01M
- 6. Willis Towers Watson PLC3.75%$6.46M
- 7. Expedia Group Inc1.22%$2.11M
- 8. Trane Technologies PLC Class A1.98%$3.42M
- 9. SLB3.33%$5.74M
- 10. Kenvue Inc0.66%$1.14M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Weatherford International PLC Ordinary Shares - New1.86%$3.21M
- 2. LKQ Corp1.28%$2.21M
- 3. Waste Connections Inc1.11%$1.92M
- 4. Nexstar Media Group Inc0.94%$1.61M
- 5. KKR & Co Inc Ordinary Shares1.63%$2.82M
- 6. Applied Materials Inc2.18%$3.76M
- 7. Masco Corp1.49%$2.57M
- 8. NXP Semiconductors NV1.46%$2.51M
- 9. Medtronic PLC1.26%$2.17M
- 10. Flex Ltd2.3%$3.96M
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 Sustainable Value Fund
Totals
Holdings
Assets
Weight
Prisons
3
$11.91M
6.91%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$2.38M
1.38%
Borders high risk
0
$0
0%
Total
3
$11.91M
6.91%
Holdings — 3 flagged holdings
1.
Cardinal Health Inc
$6.27M
3.64%
2.
Elevance Health Inc
$3.26M
1.89%
3.
Alphabet Inc Class C
:$2.38M
1.38%
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 Sustainable Value Fund BASVX
Environment
Social
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