BITEX Mutual Fund

BITEX Mutual Fund (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) is managed by Brown Advisory with $337.1M in net assets. BITEX expense ratio is 0.48%, holding 119 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2019-12-02.

BITEX performance shows a YTD return of 0.45%. The 1-year return is 4.84% and the 5-year return is 0.51%. BITEX dividend yield stands at 3.25%, paid monthly.

BITEX top holdings include California St Earthquake Auth 5.6 07/01/2027 (3.2%), City Of South Miami Health Facilities Authority Inc (2.4%), New York St Liberty Dev Corp L Regd B/E 3.12500000 (2.4%), Northside Tx Indep Sch Dist Nsdscd 06/50 Adjustable Var 3.6 2050-06-01 (2.2%), Lee Cnty Fla Arpt Rev 5% Oct 01, 2031 5 2031-10-01 (1.9%). Go to all BITEX holdings, BITEX sectors, or BITEX dividends.

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