Brown Advisory Intermediate Income Fund (BAIAX) Research

The Brown Advisory Intermediate Income Fund typically allocates a substantial portion of its capital, committing a minimum of 80% of its net assets (including any funds acquired through borrowing), to a diverse array of debt instruments. This primarily encompasses U.S. government bonds, corporate fixed-income securities, and structured products like mortgage-backed and asset-backed securities. Furthermore, the fund retains the flexibility to invest in other collective investment vehicles that pursue comparable fixed-income strategies, with such holdings contributing directly toward its mandatory 80% allocation policy. The fund also has the discretion to employ derivative instruments as part of its investment approach.

Market snapshot

Symbol
BAIAX
Price
$9.50
Day change
+0.21%
Market cap
$144.5M
52-week range
9.43-9.71
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Fidelity Arizona Municipal Income Fund (FSAZX)
  • Hilton Tactical Income Fund (HCYAX)
  • John Hancock Hedged Equity & Income Fund (HEQ)
  • The Korea Fund, Inc. (KF)
  • XAI Madison Equity Premium Income Fund (MCN)
  • Nuveen Arizona Quality Municipal Income Fund (NAZ)
  • RBC SMID Cap Growth Fund (RSMRX)
  • Sit Tax-Free Income Fund (SNTIX)

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