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BAWAX Brown Advisory Sustainable Growth Adv

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Fund BAWAX Brown Advisory Sustainable Growth Adv BIAWX Brown Advisory Sustainable Growth Inv  
Similarity
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100% 100%
Annual Fees
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$121.48
(1.15% Exp. Ratio)
$95.07
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$36,603.53 $39,485.02
Est. savings over 30 yrs +$2,881.49
Return
As of 10/31/16
1 YR RETURN 5.87%
3 YR 9.60%
5 YR --
10 YR --
1 YR RETURN 6.07%
3 YR 9.84%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have prospects for above average earnings growth in the future, and (2) effectively implement environmentally sustainable business strategies to drive their earnings growth. Medium and large capitalization companies are those companies with market capitalizations generally greater than $2 billion at time of purchase.
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have prospects for above average earnings growth in the future, and (2) effectively implement environmentally sustainable business strategies to drive their earnings growth. Medium and large capitalization companies are those companies with market capitalizations generally greater than $2 billion at time of purchase.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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