{
  "page": "compare",
  "query": {
    "a": "BITEX",
    "b": "LCFIX"
  },
  "retrieved_at": "2026-07-07T18:28:11+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Brown Advisory Tax-Exempt Sustainable Bond Fund",
    "ticker": "BITEX",
    "slug": "BITEX",
    "series_id": "S000067228",
    "html_url": "https://fundwatcher.app/funds/BITEX/"
  },
  "fund_b": {
    "name": "Lord Abbett California Tax-Free Income Fund",
    "ticker": "LCFIX",
    "slug": "LCFIX",
    "series_id": "S000007531",
    "html_url": "https://fundwatcher.app/funds/LCFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.02388964775153404816105276705",
    "coverage_b_by_a": "0.02388964775153404816105276704",
    "shared_count": 3,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
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        "weight": "0.03217529",
        "shared": false
      },
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        "name": "S MIAMI FL HLTH FACS AUTH",
        "value": "8189351.20",
        "weight": "0.02398884",
        "shared": false
      },
      {
        "name": "NY LIBERTY DEV 3.125% 9/15/2050",
        "value": "8063983.40",
        "weight": "0.02362160",
        "shared": false
      },
      {
        "name": "NTHSIDE TX ISD 3.55% MT",
        "value": "7595837.25",
        "weight": "0.02225027",
        "shared": false
      },
      {
        "name": "FL LEEAPT 10/01/2056",
        "value": "6434502.60",
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        "name": "MEMPHIS TN HLTH EDUCTNL & HSG REGD V/R B/E FHA 221 5.00000000",
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        "weight": "0.01767162",
        "shared": false
      },
      {
        "name": "VA NEWDEV 5 12/01/2038",
        "value": "6004231.20",
        "weight": "0.01758803",
        "shared": false
      },
      {
        "name": "UNIV WI HOSP 18B Q=JP V1",
        "value": "6000000.00",
        "weight": "0.01757563",
        "shared": false
      },
      {
        "name": "North Dakota Housing Finance Agency, Home Mortgage Finance Program Bonds, Social Series 2023A",
        "value": "5698215.19",
        "weight": "0.01669162",
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      },
      {
        "name": "California Community Choice Financing Authority",
        "value": "5643537.03",
        "weight": "0.01653146",
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      },
      {
        "name": "CLIFTON TX HGR EDU FIN CORP EDU REVENUE",
        "value": "5477404.50",
        "weight": "0.01604481",
        "shared": false
      },
      {
        "name": "WI PUBGEN 06/15/2063",
        "value": "5464648.20",
        "weight": "0.01600744",
        "shared": false
      },
      {
        "name": "Du Page (County of), IL (Morton Abroretum), Series 2020, Ref. RB",
        "value": "5436483.26",
        "weight": "0.01592494",
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      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
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        "weight": "0.01585755",
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      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
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        "weight": "0.01570463",
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      },
      {
        "name": "San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D",
        "value": "5281906.50",
        "weight": "0.01547214",
        "shared": true
      },
      {
        "name": "CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.75000000",
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        "weight": "0.01533235",
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      },
      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB",
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      {
        "name": "NY NYEFAC 07/01/2056",
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      {
        "name": "California Community Choice Financing Authority, Series A",
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        "name": "WI ST HSG & ECO-A",
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        "name": "NY TRANS CORP 5% 7/1/41 @",
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      {
        "name": "NORTH CAROLINA ST MED CARE COMMISSION HLTH CARE FACS REVENUE",
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        "weight": "0.01464636",
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      {
        "name": "CITY OF MINNEAPOLIS M VAR",
        "value": "5000000.00",
        "weight": "0.01464636",
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      {
        "name": "Public Finance Authority",
        "value": "4975430.00",
        "weight": "0.01457439",
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      {
        "name": "COLORADO ST HSG & FIN AUTH",
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      {
        "name": "FRST AM-GV OB-Z",
        "value": "4799972.95",
        "weight": "0.01406043",
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      },
      {
        "name": "Miami Beach Health Facilities Authority, Florida, Hospital Revenue Bonds, Mount Sinai Medical Center of Florida Project, Refunding 2014",
        "value": "4458298.48",
        "weight": "0.01305957",
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      },
      {
        "name": "SAN JOAQUIN VLY CLEAN ENERGY AUTH CA CLEAN ENERGY REVENUE",
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        "weight": "0.01276953",
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      {
        "name": "California Community Choice Financing Authority, Series 2026 A-1",
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        "weight": "0.01239621",
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      {
        "name": "Development Authority for Fulton County, Series 2026",
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        "shared": false
      },
      {
        "name": "City of Atlanta GA Department of Aviation",
        "value": "4086733.50",
        "weight": "0.01197115",
        "shared": false
      },
      {
        "name": "ST LUKE'S HOSPITAL OBLIGATED GROUP FRN 08-15-38",
        "value": "4018893.01",
        "weight": "0.01177243",
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      },
      {
        "name": "California Community Choice Financing Authority",
        "value": "3982697.31",
        "weight": "0.01166640",
        "shared": false
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      {
        "name": "Utah Housing Corp",
        "value": "3857207.77",
        "weight": "0.01129881",
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      {
        "name": "PUBLIC FIN AUTH WI TAX EXEMPT POOLED SECURITIES",
        "value": "3693668.37",
        "weight": "0.01081976",
        "shared": false
      },
      {
        "name": "Fairfax County Economic Development Authority, Virginia, Revenue Bonds, Smithsonian Institution, Series 2003B",
        "value": "3605000.00",
        "weight": "0.01056003",
        "shared": false
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      {
        "name": "Fort Mill School District No 4",
        "value": "3570957.10",
        "weight": "0.01046031",
        "shared": false
      },
      {
        "name": "Fort Mill School District No 4",
        "value": "3536255.09",
        "weight": "0.01035865",
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      {
        "name": "COVENANT LIVING COMMUNITIES AND SERVICES OBLIGATED GROUP 4.0% 12-01-40",
        "value": "3373731.90",
        "weight": "0.00988258",
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      },
      {
        "name": "RI HSG & MTGE FIN-1-A",
        "value": "3301056.66",
        "weight": "0.00966969",
        "shared": false
      },
      {
        "name": "Pima County Unified School District No 20 Vail",
        "value": "3299737.73",
        "weight": "0.00966583",
        "shared": false
      },
      {
        "name": "City of Harrisonburg VA",
        "value": "3122935.59",
        "weight": "0.00914793",
        "shared": false
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      {
        "name": "MO H/E-ST LOUIS-B-1",
        "value": "3100000.00",
        "weight": "0.00908074",
        "shared": false
      },
      {
        "name": "ADAMS ETC SD 28J-A",
        "value": "3049330.20",
        "weight": "0.00893232",
        "shared": false
      },
      {
        "name": "COLORADO ST HLTH FACS AUTH REV REGD B/E 5.00000000",
        "value": "3048368.40",
        "weight": "0.00892950",
        "shared": false
      },
      {
        "name": "State of New York Mortgage Agency Homeowner Mortgage Revenue",
        "value": "3019389.30",
        "weight": "0.00884461",
        "shared": false
      },
      {
        "name": "Chicago Park District",
        "value": "2945038.81",
        "weight": "0.00862682",
        "shared": false
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      {
        "name": "ILLINOIS ST HSG DEV AUTH REVENUE",
        "value": "2786608.71",
        "weight": "0.00816274",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "CA ST UNIV TRUSTEES-A",
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        "weight": "0.01209568",
        "shared": false
      },
      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB",
        "value": "8037395.84",
        "weight": "0.01129632",
        "shared": false
      },
      {
        "name": "California (State of) Housing Finance Agency (Social Certificates), Series 2021 A, RB",
        "value": "7872541.40",
        "weight": "0.01106462",
        "shared": false
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      {
        "name": "San Diego County Regional Airport Authority, Series 2025B",
        "value": "7125564.60",
        "weight": "0.01001476",
        "shared": false
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      {
        "name": "CALIFORNIA ST HLTH FACS FING AUTH REVENUE",
        "value": "6384709.80",
        "weight": "0.00897352",
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      },
      {
        "name": "KAISER FOUNDATION HOSPITALS 5.0% 11-01-47",
        "value": "6285067.71",
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      {
        "name": "State of California",
        "value": "6221004.65",
        "weight": "0.00874343",
        "shared": false
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      {
        "name": "LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE",
        "value": "6126752.65",
        "weight": "0.00861096",
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      },
      {
        "name": "CALIFORNIA COMMUNITY VAR",
        "value": "6116003.36",
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        "shared": false
      },
      {
        "name": "California Community Choice Financing Authority, Series A",
        "value": "6056960.87",
        "weight": "0.00851287",
        "shared": true
      },
      {
        "name": "Long Beach Unified School District",
        "value": "6022149.98",
        "weight": "0.00846395",
        "shared": false
      },
      {
        "name": "CENTRL VLY CA ENERGY AUTH COMM REGD V/R B/E 5.00000000",
        "value": "5998329.66",
        "weight": "0.00843047",
        "shared": false
      },
      {
        "name": "San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D",
        "value": "5810097.15",
        "weight": "0.00816592",
        "shared": true
      },
      {
        "name": "Norman Y Mineta San Jose International Airport SJC, Series 2017 A",
        "value": "5763250.20",
        "weight": "0.00810007",
        "shared": false
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      {
        "name": "Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Refunding Subordinate Green Series 2025A",
        "value": "5546941.58",
        "weight": "0.00779606",
        "shared": false
      },
      {
        "name": "Bay Area Toll Authority, Series 2023 A, VRD Ref. RB",
        "value": "5500000.00",
        "weight": "0.00773008",
        "shared": false
      },
      {
        "name": "TOBACCO SECURITIZATION AUTH ST TOBGEN 06/48 FIXED 5",
        "value": "5491446.90",
        "weight": "0.00771806",
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      {
        "name": "Alameda Corridor Transportation Authority, Series 2022C",
        "value": "5417733.14",
        "weight": "0.00761446",
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      },
      {
        "name": "Tender Option Bond Trust Receipts/Certificates",
        "value": "5402410.00",
        "weight": "0.00759292",
        "shared": false
      },
      {
        "name": "Fresno, California, Airport Revenue Bonds, Series 2023A",
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        "weight": "0.00742496",
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      },
      {
        "name": "San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2025 A, RB",
        "value": "5281906.50",
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      },
      {
        "name": "San Diego Community College District, Series A-1",
        "value": "5220046.00",
        "weight": "0.00733662",
        "shared": false
      },
      {
        "name": "CALIFORNIA ST EDUCTNL FACS AUTH REVENUE",
        "value": "5199905.50",
        "weight": "0.00730831",
        "shared": false
      },
      {
        "name": "California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB",
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        "weight": "0.00721086",
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      {
        "name": "Los Angeles Department of Water & Power Water System, Series 2025C",
        "value": "5104096.50",
        "weight": "0.00717365",
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      {
        "name": "CALIFORNIA COMMUNITY VAR",
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        "weight": "0.00709843",
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      {
        "name": "San Diego County Regional Airport Authority, Senior Private Activity, Series 2025B",
        "value": "5016832.64",
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        "shared": false
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      {
        "name": "California Community Choice Financing Authority, Series B",
        "value": "4847358.15",
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      {
        "name": "LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE",
        "value": "4685950.51",
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      {
        "name": "State of California",
        "value": "4652375.45",
        "weight": "0.00653877",
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      {
        "name": "PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000",
        "value": "4522790.03",
        "weight": "0.00635664",
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      },
      {
        "name": "CALIFORNIA ST HLTH FACS FING AUTH REVENUE",
        "value": "4501062.92",
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      },
      {
        "name": "LOS ANGELES DEPT-B",
        "value": "4500802.00",
        "weight": "0.00632574",
        "shared": false
      },
      {
        "name": "BURBANK GLENDALE PASADENA CA ARPT AUTH ARPT REVENUE",
        "value": "4473733.58",
        "weight": "0.00628770",
        "shared": false
      },
      {
        "name": "CA CCEDEV 5 03/01/2036",
        "value": "4458950.93",
        "weight": "0.00626692",
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      },
      {
        "name": "CHANNELSIDE WATER RESOURCES LP 5.0% 11-21-45",
        "value": "4410417.63",
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      },
      {
        "name": "California Enterprise Development Authority, Series A",
        "value": "4351125.77",
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      {
        "name": "SAN JOAQUIN TRANS-A",
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      },
      {
        "name": "San Diego Public Facilities Financing Authority",
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      {
        "name": "CALIFORNIA ST SCH FIN AUTH COL REGD B/E 5.00000000",
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      {
        "name": "CA ST UNIV-A-REF",
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      {
        "name": "LOS ANGELES INTL ARPT",
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      },
      {
        "name": "San Francisco City & County Airport Comm-San Francisco International Airport, Series 2022 A",
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      {
        "name": "RESTRUCTURED-SER A-2-",
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      },
      {
        "name": "State of California 5.00% 03/01/2055",
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        "weight": "0.00586038",
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      },
      {
        "name": "California (State of) Health Facilities Financing Authority (Children's Hospital of Orange), Series 2024, RB",
        "value": "4146817.60",
        "weight": "0.00582823",
        "shared": false
      },
      {
        "name": "Alvord Unified School District, Series 2023 A, GO Bonds",
        "value": "4126814.40",
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        "shared": false
      },
      {
        "name": "CALIFORNIA ST MUNI FIN AUTH REVENUE",
        "value": "4119278.80",
        "weight": "0.00578952",
        "shared": false
      },
      {
        "name": "LAX INTEGRATED EXPRESS SOLUTIONS LLC 4.0% 12-31-47",
        "value": "4105761.72",
        "weight": "0.00577052",
        "shared": false
      },
      {
        "name": "CALIFORNIA STWD CMNTYS DEV AUTH REVENUE",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-016034",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1548609/000089418926016034/0000894189-26-016034-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-056350",
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      "edgar_url": "https://www.sec.gov/Archives/edgar/data/737800/000141036826056350/0001410368-26-056350-index.htm"
    }
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}