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Brown Advisory Sustainable Bond Investor BASBX

Quantitative rating as of
NAV / 1-Day Return
8.87  /  0.34 %
Total Assets
328.3 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Distribution Fee Level
Below Average
Share Class Type
No Load
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
100
Status
Open
TTM Yield
1.94%
Effective Duration
5.64 years

Morningstar’s Analysis BASBX

Will BASBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A decline in People Pillar rating is the primary driver of Brown Advisory Sustainable Bond Investor's downgrade to a Morningstar Quantitative Rating of Bronze from Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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