BAISX Mutual Fund

BAISX Mutual Fund

NAV$8.35
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Fund Essentials - as of Mar 31, 2026

Net Assets
$508M
Expense Ratio
0.42%
Dividend Yield (Current)
4.03%
Holdings
188
Inception Date
Jul 2, 2018
Fund Family
Brown Advisory
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.62%
1 Year+2.40%
3 Year+3.34%
5 Year-0.97%

Asset Allocation

Bonds: 97.34%
Cash: 2.67%
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Top Holdings

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TickerNameWeight
-United States Treasury Strip Coupon 05/15/20434.20%
T 4.75 05/15/55Treasury Bond (Otr) 4.75% May 15, 20553.64%
EIB 1.375 03/15/27 GEuropean Investment Bank 03/15/20273.54%
-Fannie Mae Or Freddie Mac3.40%
T 3.125 11/15/28United States Treas Nts 3.125% 11/15/20283.26%
Top 10 Concentration: 30.01%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.03%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BAISX Mutual Fund Overview

BAISX Mutual Fund (Brown Advisory Sustainable Bond Fund Institutional Class) is managed by Brown Advisory with $507.5M in net assets. BAISX expense ratio is 0.42%, holding 188 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2018-07-02.

BAISX performance shows a YTD return of -0.62%. The 1-year return is 2.40% and the 5-year return is -0.97%. BAISX dividend yield stands at 4.03%, paid monthly.

BAISX top holdings include United States Treasury Strip Coupon 05/15/2043 (4.2%), Treasury Bond (Otr) 4.75% May 15, 2055 (3.6%), European Investment Bank 03/15/2027 (3.5%), Fannie Mae Or Freddie Mac (3.4%), United States Treas Nts 3.125% 11/15/2028 (3.3%). Go to all BAISX holdings, BAISX sectors, or BAISX dividends.

BAISX can be compared against other funds. Use BAISX overlap to find shared positions, or BAISX vs another fund for a side-by-side view. BAISX alternatives are available via the screener, along with tax-loss harvesting opportunities.