Brown Advisory Tax Exempt Fund Quote

BITEX Fund  USD 9.16  0.02  0.22%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Brown Advisory is trading at 9.16 as of the 2nd of December 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 9.14. Brown Advisory has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Brown Advisory Tax Exempt are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of the value of its net assets in fixed income securities the interest of which is exempt from Federal income taxes, that do not subject shareholders to the federal alternative minimum tax, and that have either a bond issuer or a use of proceeds of the bond issuance that satisfies the funds ESG criteria. More on Brown Advisory Tax Exempt

Brown Mutual Fund Highlights

Fund ConcentrationBrown Advisory Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Brown Advisory Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJune
Brown Advisory Tax Exempt [BITEX] is traded in USA and was established 2nd of December 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Brown Advisory Funds family. This fund currently has accumulated 288.72 M in assets under management (AUM) with minimum initial investment of 100. Brown Advisory Tax is currently producing year-to-date (YTD) return of 3.33% with the current yeild of 0.0%, while the total return for the last 3 years was -0.3%.
Check Brown Advisory Probability Of Bankruptcy

Instrument Allocation

Top Brown Advisory Tax Exempt Mutual Fund Constituents

FGZXXFirst American FundsMoney Market FundUS Money Market Fund
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Brown Advisory Tax Risk Profiles

Brown Advisory Against Markets

Other Information on Investing in Brown Mutual Fund

Brown Advisory financial ratios help investors to determine whether Brown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brown with respect to the benefits of owning Brown Advisory security.
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