Brown Advisory Sustainable Growth Fund
Shareclass
Brown Advisory Sustainable Growth I (BAFWX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
How we track deforestation-risk investments
B
9.07%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
3
holdings flagged
9.07%
of assets flagged
This fund contains
$819.71 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
0 holdings
0% of assets
$0 invested
Banks and lenders
0 holdings
0% of assets
$0 invested
Major consumer brands
3 holdings
9.07% of assets
$819.71 MILLION invested
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
3 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
3 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
5.2%5.2% of portfolio$469.85M$469.85M invested - 2. Chipotle Mexican Grill Inc2.52%2.52% of portfolio$227.79M$227.79M invested
- 3. Nike Inc Class B1.35%1.35% of portfolio$122.07M$122.07M invested
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DATA AS OF 31 Jan 2024
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 Growth Fund BAFWX
Environment
Social
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Financial performance
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Find more financial data on BAFWX at Morningstar.com
Find more financial data on BAFWX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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