The Fund Grade · free · no account needed
What grade does BIAWX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Brown Advisory Sustainable Growth Fd Inv Shs
#179 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
BIAWX puts more of its book behind proven specialists than 73% of graded funds.
Bottom 20%
Bottom 40%
Middle
● Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
10,000+ funds tracked · the graded specialists among them drive every read
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
BIAWX vs the Honor Roll · share card ↗Conviction exposure
40.5%
of the book in specialist-converged names
Late-stage weight
15.3%
of the book in Crowded or Fading names
Active share
86.5%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
Brown Advisory Sustainable Growth earns a B grade with 40.5% specialist backing, putting it in the top third of graded funds. The early story here is INTU, ECL, and PANW, where proven specialists are still building. Watch the fading side though, AVGO and ISRG together represent over 7% of the fund and specialists are leaving both.
→ Monitor AVGO, ISRG, CARR, UBER, and EFX closely, as specialists are exiting all five and they total roughly 14% of the fund.
→ The early positions in INTU, ECL, and PANW are where the fund earns its grade, worth checking if their weights are growing over time.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.