BASVX Mutual Fund (Brown Advisory Sustainable Value Fund Class Institutional) is managed by Brown Advisory with $187.3M in net assets. BASVX expense ratio is 0.71%, holding 43 positions across sectors including Health Care, Unknown, Industrials. Inception date: 2023-02-28.

BASVX performance shows a YTD return of 10.03%. The 1-year return is 19.89%. BASVX dividend yield stands at 1.95%, paid annually.

BASVX top holdings include First American Government Obligations Fund (4.6%), Schlumberger Nv. (4.5%), Cardinal Health (4.4%), Sanofi ADR (4.2%), Crh Plc (3.4%). View all BASVX holdings, sector breakdown, or dividend history.

BASVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BASVX alternatives are available via the screener, along with tax-loss harvesting opportunities.