About BAISX
Brown Advisory Sustainable Bond Fund Institutional Shares is a mutual fund specializing in fixed income investments with a focus on sustainability. Its core objective is to generate a competitive total return while preserving principal, integrating environmental and social criteria into the investment process. The fund primarily invests at least 80% of its assets in a diversified mix of bonds, including corporate, municipal, mortgage-backed, asset-backed, and government securities. A distinguishing feature is its emphasis on issuers and securities that meet specific sustainable and responsible investment standards, such as Green Bonds and bonds from organizations with strong social or environmental credentials. The fund's portfolio demonstrates a medium credit quality and interest rate sensitivity, with an average duration typically between three and seven years. By concentrating on sustainability-related criteria, Brown Advisory Sustainable Bond Fund Institutional Shares appeals to investors who seek both financial return and positive environmental or social impact. Its cost structure is competitive within its category, and it serves as a vehicle for institutional investors seeking core fixed income exposure aligned with sustainable investment principles.
Fund Family Brown Advisory Funds
Category Intermediate Core Bond
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BAISX
Share Class Institutional Shares
Index Bloomberg U.S. Aggregate Bond TR
BAISX had a total return of -2.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.62%.
