BITEX Mutual Fund

BITEX Mutual Fund (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) is managed by Brown Advisory with $303.9M in net assets. BITEX expense ratio is 0.48%, holding 122 positions across sectors including Financials, Health Care, Real Estate. Inception date: 2019-12-02.

BITEX performance shows a YTD return of 0.51%. The 1-year return is 4.12% and the 5-year return is 0.58%. BITEX dividend yield stands at 3.53%, paid monthly.

BITEX top holdings include Colorado St Hlth Facs Auth Rev 2064-05-15 (3.2%), New York Energy Fin Dev Corp Nyefac 07/56 Adjustable Var (2.7%), City Of South Miami Health Facilities Authority Inc (2.4%), New York Liberty Development Corp .Muni Bond 2050-09-15 (2.4%), Tarrant Cnty Tx Cultural Edu F (2.4%). 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.