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Brown Advisory Tax-Exempt Sust Bd Inv BITEX

Quantitative rating as of
NAV / 1-Day Return
9.09  /  0.12 %
Total Assets
258.4 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Distribution Fee Level
Below Average
Share Class Type
No Load
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100
Status
Open
TTM Yield
1.68%
Effective Duration
4.69 years

Morningstar’s Analysis BITEX

Will BITEX outperform in future?

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

Summary

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Brown Advisory Tax-Exempt Sust Bd Inv boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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