BAFYX Mutual Fund

BAFYX Mutual Fund (Brown Advisory Sustainable Small-Cap Core Fund Class Institutional) is managed by Brown Advisory with $98.6M in net assets. BAFYX expense ratio is 0.94%, holding 68 positions across sectors including Financials, Health Care, Industrials. Inception date: 2021-09-30.

BAFYX performance shows a YTD return of 12.30%. The 1-year return is 13.82% and the 5-year return is 3.84%. BAFYX dividend yield stands at 3.93%, paid annually.

BAFYX top holdings include First American Government Obligations Fund (4.8%), Bristow Group Inc (2.8%), Healthequity Inc (2.4%), NOVANTA INC PIPE DEAL FUNDED RESTRICTED PIPE COMMON STOCK S (2.3%), Enerpac Tool Group Corp (2.2%). Go to all BAFYX holdings, BAFYX sectors, or BAFYX dividends.

BAFYX can be compared against other funds. Use BAFYX overlap to find shared positions, or BAFYX vs another fund for a side-by-side view. BAFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.