Brown Advisory Sustainable Small-Cap Core FundBAFYX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$105.6M
Expense ratio
0.94%
1-year return
+15.6%
3 years, a year
+10.3%
5 years, a year
—
Holdings
69
What it aims to do.
The Brown Advisory Sustainable Small-Cap Core Fund (the Fund) seeks long-term capital appreciation by investing primarily in equity securities of small-cap companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VTOL Bristow Group Inc | 3.42% |
| GRDN Guardian Pharmacy Services Inc | 2.55% |
| First American Government Obli | 2.55% |
| ECVT Ecovyst Inc | 2.38% |
| NGVT Ingevity Corp | 2.37% |
| HQY HealthEquity Inc | 2.17% |
| TLN Talen Energy Corp | 2.15% |
| ONB Old National Bancorp/IN | 2.03% |
| TBBK Bancorp Inc/The | 2.03% |
| BTSG BrightSpring Health Services I | 2.02% |
More on BAFYX.
- BAFYX overview
- BAFYX holdings
- BAFYX risk
- BAFYX costs
- BAFYX money in and out
- BAFYX share classes
- Compare BAFYX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.