BASVX Mutual Fund
BASVX Mutual Fund
BASVX Mutual Fund
Brown Advisory Sustainable Value Fund Class Institutional
BASVX Mutual Fund Overview
BASVX Mutual Fund (Brown Advisory Sustainable Value Fund Class Institutional) is managed by Brown Advisory with $181.7M in net assets. BASVX expense ratio is 0.71%, holding 44 positions across sectors including Health Care, Financials, Industrials. Inception date: 2023-02-28.
BASVX performance shows a YTD return of 6.87%. The 1-year return is 11.86%. BASVX dividend yield stands at 1.00%.
BASVX top holdings include Cardinal Health Inc. (3.9%), First American Government Obligations Fund (3.8%), Tenet Healthcare Corp Common Stock Usd 0.05 (3.8%), Amazon.Com Inc (3.5%), Pentair Plc Ordinary Shares (3.5%). Go to all BASVX holdings, BASVX sectors, or BASVX dividends.
BASVX can be compared against other funds. Use BASVX overlap to find shared positions, or BASVX vs another fund for a side-by-side view. BASVX alternatives are available via the screener, along with tax-loss harvesting opportunities.