BAFYX Mutual Fund

BAFYX Mutual Fund (Brown Advisory Sustainable Small-Cap Core Fund Class Institutional) is managed by Brown Advisory with $115.8M in net assets. BAFYX expense ratio is 0.94%, holding 69 positions across sectors including Industrials, Health Care, Financials. Inception date: 2021-09-30.

BAFYX performance shows a YTD return of 16.03%. The 1-year return is 22.82%. BAFYX dividend yield stands at 3.80%, paid annually.

BAFYX top holdings include Bristow Group Inc. (3.4%), First American Government Obligations Fund (2.5%), Guardian Pharmacy Services Inc (2.5%), Ecovyst Inc (2.4%), Ingevity Corp (2.4%). 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.