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Brown Advisory Tax Exempt Bond Investor BIAEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BIAEX

Will BIAEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BIAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in its Process Pillar rating is the primary driver of Brown Advisory Tax Exempt Bond Investor's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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