Nasdaq - Delayed Quote USD

Brown Advisory Sustainable Bond Investor (BASBX)

8.29 -0.02 (-0.24%)
At close: 8:05 AM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Institutional Only
  • Commonwealth Universe
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in either fixed income securities of issuers that satisfy the fund's sustainable investment criteria or in securities where the use of the proceeds satisfy the fund's ESG criteria. The fund may invest up to 20% of its assets in high-yield securities ("junk bonds" ).

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Brown Advisory Funds
Net Assets 543.63M
YTD Return -0.86%
Yield 3.96%
Morningstar Rating
Inception Date Jul 02, 2018

Performance & Risk

YTD Return -3.20%
5y Average Return -0.18%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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