NASDAQ · Asset Management

Brown Advisory Sustainable Growth I (BAFWX) Stock

$51.97 +0.50% NASDAQ: BAFWX Financial Services

The Brown Advisory Sustainable Growth I fund primarily dedicates its capital, allocating a minimum of 80% of its total assets (including any borrowed funds), to equity investments in U.S.-based companies that demonstrate strong sustainable practices. The portfolio predominantly targets established medium and large capitalization firms.

Valuation

MetricValue
Price$51.97
Market Cap$6.58B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$60.24
52-Week Low$38.99
Dividend Yield21.11%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y10.87%
Return 3Y55.77%
Return 5Y44.38%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BPTIXBaron Partners Fund Institutional Shares $281.53 +1.62% $12.88B 2.96%
CSJZXCohen & Steers Realty Shares Fund Class Z $74.50 -1.46% $8.05B 2.99%
DDVAXNomura Value Fund Class A $13.22 +0.38% $7.69B 0.00%
MFRFXMassachusetts Financial Research Fund A $62.05 -0.06% $8.15B 14.55%
PASSXT. Rowe Price Small-Cap Stock Fund Advisor Class $64.79 -0.14% $9.26B 0.00%

About Brown Advisory Sustainable Growth I

The Brown Advisory Sustainable Growth I fund primarily dedicates its capital, allocating a minimum of 80% of its total assets (including any borrowed funds), to equity investments in U.S.-based companies that demonstrate strong sustainable practices. The portfolio predominantly targets established medium and large capitalization firms. Brown Advisory LLC, serving as the Adviser, carefully selects these companies based on three key criteria: 1. They must exhibit robust financial health and sound business models, positioning them to outperform competitors and achieve above-average earnings growth across various market conditions. 2. A crucial factor is their capacity to effectively integrate and leverage Sustainable Business Advantages within their operations. 3. Finally, the Adviser seeks companies with attractive valuations, ensuring a compelling investment proposition.

Brown Advisory Sustainable Growth I is headquartered in US.

Brown Advisory Sustainable Growth I (BAFWX) stock trades at $51.97 with a market capitalization of $6.58B. Over the past 52 weeks the stock has ranged between $38.99 and $60.24, and currently trades 13.7% below its 52-week high. It pays a dividend yielding 21.11%.

Official website: www.brownadvisory.com/mf/funds/sustainable-growth-fund

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