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BIABX Brown Advisory Strategic Bond Investor

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Fund BIABX Brown Advisory Strategic Bond Investor
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Similarity
?
100%
Annual Fees
?
$74.62
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$15,515.19
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 3.96%
3 YR 1.33%
5 YR 1.61%
10 YR --
Description
The investment seeks to achieve capital appreciation and income with a low correlation to interest rate movements. Normally, the fund will invest at least 80% of the value of its net assets (plus borrowings for investment purposes) in fixed income securities. The Adviser seeks to achieve the fund's investment objective by investing in tax-exempt municipal bonds, corporate bonds (including junk bonds), U.S. Treasury bonds, Treasury Inflation Protected Securities (TIPS), non-U.S. dollar bonds, mortgage-backed securities, asset-backed securities, derivatives, bank loans, collateralized loan obligations, and cash equivalents. 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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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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