BIAEX Mutual Fund

BIAEX Mutual Fund

NAV$9.21
See how much of BIAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$31M
Expense Ratio
0.46%
Dividend Yield (Current)
3.51%
Holdings
190
Inception Date
Jun 29, 2012
Fund Family
Brown Advisory
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.37%
1 Year+5.10%
3 Year+3.86%
5 Year+1.06%
10 Year+2.31%

Asset Allocation

Bonds: 97.95%
Cash: 2.05%
See how much of BIAEX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
GA MAIUTL 12/01/2053Main St Nat Gas-E-2 Frn 22.36%
AL BBEUTL 10/01/2052Black Belt Energy Gas 0.00% 10/01/20252.35%
FGZXXFirst American Government Obligations Fund2.06%
-California Community Choice Financing Authority 0.47% 02/01/20521.93%
RI TOBGEN 5 06/01/20Tobacco Settlement Financing Corp., Series 2015 A, Rb1.88%
Top 10 Concentration: 18.45%Report Date: Mar 31, 2026
Download all 190 holdings for BIAEX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.51%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

BIAEX Mutual Fund Overview

BIAEX Mutual Fund (Brown Advisory Tax Exempt Bond Fund Inv Shs) is managed by Brown Advisory with $31.0M in net assets. BIAEX expense ratio is 0.46%, holding 190 positions across sectors including Financials, Utilities, Energy. Inception date: 2012-06-29.

BIAEX performance shows a YTD return of 0.37%. The 1-year return is 5.10% and the 5-year return is 1.06%. BIAEX dividend yield stands at 3.51%, paid monthly.

BIAEX top holdings include Main St Nat Gas-E-2 Frn 2 (2.4%), Black Belt Energy Gas 0.00% 10/01/2025 (2.4%), First American Government Obligations Fund (2.1%), California Community Choice Financing Authority 0.47% 02/01/2052 (1.9%), Tobacco Settlement Financing Corp., Series 2015 A, Rb (1.9%). Go to all BIAEX holdings, BIAEX sectors, or BIAEX dividends.

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