Brown Advisory Mortgage Securities FundBIAZX

MUTUAL FUNDBrown
Type
Mutual fund
Peer group
Taxable bond
Net assets
$275.8M
Expense ratio
0.51%
1-year return
+5.3%
3 years, a year
+3.8%
5 years, a year
+0.5%
Holdings
333

What it aims to do.

The Brown Advisory Mortgage Securities Fund (the Fund) seeks to maximize total return consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Treasury Bill9.40%
Fannie Mae or Freddie Mac8.75%
First American Government Obli4.25%
Fannie Mae or Freddie Mac3.74%
Fannie Mae or Freddie Mac2.98%
Fannie Mae or Freddie Mac2.83%
Fannie Mae or Freddie Mac1.80%
Fannie Mae or Freddie Mac1.62%
Freddie Mac1.44%
Verizon Master Trust1.09%

More on BIAZX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.