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Brown Advisory Sustainable Growth ETF(BASG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BASG
10/23/2026: BASG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BASG provides active exposure to a concentrated portfolio of U.S. large-cap growth companies integrated with sustainability criteria. Its main strengths are the high-conviction research process and the potential for active outperformance, though it carries a higher expense ratio and concentration risk compared to passive index funds. It is best used as a core or satellite holding in an equity-focused portfolio. Investors should monitor the fund’s tracking against its growth benchmark and its sensitivity to interest rate changes. It is most suitable for long-term growth investors who value ESG alignment and professional active management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is specifically designed to capture capital appreciation from high-quality growth companies. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as the fund's active strategy may rotate based on fundamental momentum. |
| Value investor | Weak fit | The fund's focus on growth companies often leads to higher valuation multiples that may not suit traditional value investors. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital growth over consistent dividend yield. |
| Low-risk investor | Weak fit | The fund's concentrated equity exposure carries inherent market volatility that is not suitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor for BASG is an equity-focused long-term investor who believes in the value of active management and the long-term benefit of sustainable business practices.
Suitability
BASG is best suited for long-term investors looking for core equity exposure with an active ESG tilt, rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of the portfolio can lead to performance swings greater than the broader market. |
| Market risk | High | As a 100% equity fund, it is fully exposed to general market downturns. |
| Concentration | Medium / high | Holding fewer stocks than an index fund means individual company performance significantly impacts total fund returns. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent alpha to justify. |
| Liquidity | Medium | Trading volume is lower than massive index ETFs, potentially leading to wider spreads during stress. |
| Business/sector quality | Low | The focus on sustainable, high-quality businesses serves as a buffer against poor-quality business models. |
Risk Analysis
Volatility
BASG historical volatility is moderate to high, typical of concentrated growth equity funds in the US market.
Market Risk
The fund faces significant systematic risk from general U.S. equity market declines and interest rate sensitivity inherent in high-growth companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | This exposure provides the core growth engine of the fund, focusing on well-established industry leaders. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash reserve is maintained for liquidity and to capitalize on opportunistic buying. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 8.38% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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