Advertisement
Skip to Content
Morningstar

Brown Advisory Maryland Bond Inv BIAMX

Morningstar Analyst Rating
Quantitative rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 9.94  /  0.08 %
  • Total Assets 163.8 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 2.50%
  • Effective Duration 4.94 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis BIAMX

Will BIAMX 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 BIAMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BIAMX 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 BIAMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Brown Advisory Maryland Bond Inv boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor