The Brown Advisory Sustainable Bond Fund Investor Shares is a mutual fund that targets competitive total return while prioritizing the preservation of principal. Its unique focus is on integrating environmental, social, and governance (ESG) criteria into the fixed income investment process. The fund primarily invests in a diversified portfolio of high-quality bonds—including corporate, municipal, mortgage-backed, and asset-backed securities—with maturities generally ranging from 0 to 30 years and portfolio durations typically between 3 and 7 years. A notable portion of its holdings are designated as “Green Bonds” or otherwise meet stringent sustainability criteria, ensuring that capital is directed toward issuers and projects with positive societal and environmental impacts. By maintaining a robust ESG evaluation process and avoiding excessive risk, the fund appeals to investors seeking income and portfolio stability without compromising on sustainable values. With a consistent monthly payout schedule and a focus on investment-grade credits, this fund plays an important role for those aiming to balance responsible investing principles with conventional fixed income strategies in the broader intermediate bond sector.
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