Brown Advisory Tactical Bond Fund

Class Adv (BATBX)

U.S. News evaluated 21 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.23 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year -0.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve capital appreciation. The fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in fixed income securities. Brown Advisory, LLC (the "Adviser") seeks to achieve the fund's investment objective by investing in tax-exempt municipal bonds, corporate bonds (including junk bonds), U.S. Treasury bonds, Treasury Inflation Protected Securities (TIPS), derivatives and cash equivalents. It will generally invest up to 30-40% of its net assets in tax-exempt municipal bonds. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Brown Advisory Tactical Bond Fund has an expense ratio of 1.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Brown Advisory Funds Funds