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BTMSX Baird Short-Term Municipal Bond Investor

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Fund BTMSX Baird Short-Term Municipal Bond Investor BIAEX Brown Advisory Tax Exempt Bond Investor  
100% 92%
Annual Fees
(0.55% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.85% annual return
$14,668.52 $14,846.55
Est. savings over 30 yrs +$178.03
As of 9/30/16
1 YR RETURN 2.16%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.06%
3 YR 3.59%
5 YR --
10 YR --
The investment seeks current income that is exempt from federal income tax and is consistent with the preservation of capital. The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax ("AMT")). It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.
The investment seeks to provide a high level of current income exempt from Federal income tax by investing primarily in intermediate-term investment grade municipal bonds. The fund normally will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in securities the interest of which is exempt from Federal income taxes and that do not subject shareholders to the federal alternative minimum tax ("AMT"). It may invest up to 20% of its assets in securities that may fully subject shareholders to Federal income tax, including the AMT. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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