Brown Advisory Total Return Fund - Investor Shares (BIATX) Research
This fund aims to deliver strong overall returns while diligently safeguarding invested capital. Typically, the portfolio allocates at least 80% of its net assets to various types of debt instruments, such as U.S. government bonds, corporate fixed income products, and securities backed by mortgages or other assets. These holdings primarily feature maturities ranging from immediate to thirty years and must carry one of the four highest credit ratings from a Nationally Recognized Statistical Rating Organization, or be deemed of equivalent quality by the Adviser if unrated.
Market snapshot
- Symbol
- BIATX
- Price
- $8.67
- Day change
- +0.34%
- Market cap
- $394.1M
- 52-week range
- 8.61-9.02
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Funds Series Trust - Columbia Large Cap Enhanced Core Fund (CLNCX)
- Allspring Large Cap Core Fund - Class R (EGOHX)
- First Trust High Income Long/Short Fund (FSD)
- Glenmede Fund Core Fixed Income Portfolio (GTCGX)
- Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX)
- Hotchkis & Wiley Large Cap Value Fund Class C (HWLCX)
- BMO TCH Corporate Income Fund Class Y Shs (MCIYX)
- MSIFT Core Plus Fixed Income Class A (MFXAX)
Open Brown Advisory Total Return Fund - Investor Shares (BIATX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.