BIATX vs MWTIX

Both BIATX and MWTIX are mutual funds. BIATX has a higher 5-year return than MWTIX (1.36% vs 0.74%). Below is the comparison between BIATX and MWTIX.

BIATX MWTIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family Brown Advisory Funds Metropolitan West Funds
Net Assets N/A N/A
Expense Ratio N/A N/A
Management Style active active
Dividend Yield N/A N/A
Minimum Investment $1,000.00 $3,000,000.00
YTD Return -11.29% -12.66%
1-Year Return -6.41% -7.53%
3-Year Return -0.12% -0.89%
5-Year Return 1.36% 0.74%
10-Year Return N/A 2.17%

BIATX

BIATX description

BIATX performance & returns

YTD Return -11.29%
1-Month Return -1.79%
3-Month Return -6.41%
1-Year Return -6.41%
3-Year Return -0.12%
5-Year Return 1.36%
10-Year Return N/A
BIATX expense ratio is N/A.

BIATX holdings

Top 10 Holdings (47.87% of Total Assets)

Name Symbol % Assets
Ultra US Treasury Bond Future Dec 20 UBZ0 6.80%
10 Year Treasury Note Future Dec 20 ZNZ0 6.67%
United States Treasury Notes 0.38% N/A 6.66%
Ultra 10 Year US Treasury Note Future Dec 20 TNZ0 6.17%
2 Year Treasury Note Future Dec 20 ZTZ0 4.42%
United States Treasury Notes 1.88% N/A 3.76%
United States Treasury Notes 2.75% N/A 3.76%
US Treasury Bond Future Dec 20 ZBZ0 3.71%
5 Year Treasury Note Future Dec 20 ZFZ0 3.68%
First American Government Obligs Z FGZXX 2.24%

BIATX pros

The following are BIATX strengths from our perspective:

  • BIATX 3-year return is -0.12%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.08%.
  • BIATX 5-year return is 1.36%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BIATX cons

The following are BIATX weaknesses from our perspective:

  • BIATX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant BIATX comparisons

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MWTIX

MWTIX description

MWTIX performance & returns

YTD Return -12.66%
1-Month Return -2.14%
3-Month Return -7.53%
1-Year Return -7.53%
3-Year Return -0.89%
5-Year Return 0.74%
10-Year Return 2.17%
MWTIX expense ratio is N/A.

MWTIX holdings

Top 10 Holdings (19.22% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 1.38% N/A 5.57%
Federal National Mortgage Association 2% N/A 4.34%
United States Treasury Notes 0.12% N/A 3.53%
Federal National Mortgage Association 2.5% N/A 2.27%
Government National Mortgage Association 2% N/A 2.02%
United States Treasury Notes 0.25% N/A 1.49%

MWTIX pros

The following are MWTIX strengths from our perspective:

  • MWTIX 3-year return is -0.89%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.08%.
  • MWTIX 5-year return is 0.74%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • MWTIX 10-year return is 2.17%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
  • MWTIX 15-year return is 4.31%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

MWTIX cons

The following are MWTIX weaknesses from our perspective:

  • MWTIX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant MWTIX comparisons

You may also want to check out the following MWTIX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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