Fossil fuel companiesare fueling the climate crisis.


Brown Advisory Sustainable Growth Fund

Shareclass
Brown Advisory Sustainable Growth I (BAFWX)
Type
Open-end mutual fund
Sustainability mandate
Fossil fuel exposure of 3.99% places the fund in the C tier, between 3% and 5.5% exposure.

Methodology
C
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
1
holdings
$399.04M
invested
3.99%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
No direct stock holdings
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
1 holdings
1 holdings
  • 1. KKR & Co Inc Ordinary Shares
    Oil/gas industry
    $399.04M
    3.99%
Share to spread the word.
Business as usual is fueling climate destruction.
Brown Advisory Sustainable Growth Fund $BAFWX is 3.99% ($399.04 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on BAFWX at Morningstar.com
Current fund
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.02% more in annualized returns
Less invested in fossil fuels 
4.33% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.5% less invested
Current fund
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.02% more in annualized returns
Less invested in fossil fuels 
4.33% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.5% less invested
Current fund
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.02% more in annualized returns
Less invested in fossil fuels 
4.33% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.5% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
BAFWX - Brown Advisory Sustainable Growth Fund
37%
3.47%
16%
16%
3.99% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-1.33%
-5.59%
1.17%
3.02%
4.33%  lower
Find more financial data on BAFWX at Morningstar.com
What's next?
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Get started with our action toolkit
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