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Brown Advisory Sustainable Growth Fd Inv Shs: (MF: BIAWX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:38 PM ET

$40.98 USD

-0.29 (-0.70%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -4.56 98
3 months -8.32 97
6 months -7.78 98
1 Year -4.45 95
3 Year 14.53 55
5 Year 8.58 74
10 Year 15.30 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 3.46
5 Year 9.12
10 Year 15.11
Since Inception 15.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.01 16.89 0.98 -2.60
2024 10.85 2.92 2.43 2.86
2023 14.39 8.79 -2.57 14.53
2022 -12.87 -18.84 -4.96 2.65
2021 0.28 13.26 4.94 8.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.563.4620.2138.87-31.0129.8838.8734.884.4527.875.53
% Total Return Rel to Index 0.00-14.76-4.8012.63-12.811.1920.473.398.846.08-6.40
% Total Return Rel to Peer 0.00-9.250.8215.87-11.327.8218.966.4511.317.19-2.28
% Perf Quintile vs Peer* 0.000.000.001.005.001.001.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield NA0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.0010.972.880.000.000.910.000.210.780.350.12
Expense Ratio 0.000.750.750.780.780.800.850.880.880.880.89

* 1 = Top 20%, 5 = Bottom 20%