Brown Advisory Mutual Funds List
Here you can find all mutual funds issued by Brown Advisory and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 18
- Avg. Expense Ratio
- 0.79%
- Avg. 1 Year Return
- 9.08%
- Avg. 5 Year Return
- 4.43%
- Median Risk/Return Score
- 27 / 100
Brown Advisory Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brown Advisory Intermediate Income Fund | Short-Term Bond | May 31, 1991 | 0.77% | -0.24% | 1.22% | 3.66% | 26 | ||||||||
| Brown Advisory Sustainable Bond Fund | Intermediate Core-Plus Bond | Aug 7, 2017 | 0.49% | -0.42% | — | 4.37% | 16 | ||||||||
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | Jun 28, 2012 | 0.46% | 0.37% | 1.90% | 3.82% | 73 | ||||||||
| Brown Advisory Maryland Bond Fund | Municipal Bonds | Dec 20, 2000 | 0.47% | 0.46% | 1.39% | 3.64% | 77 | ||||||||
| Brown Advisory Mortgage Securities Fund | Government Bonds | Dec 25, 2013 | 0.49% | -0.18% | 1.44% | 4.59% | 27 | ||||||||
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | Dec 1, 2019 | 0.49% | 0.39% | — | 3.55% | 74 |
Explore top Brown Advisory Mutual Fund Categories and Asset Classes
Brown Advisory Equity Mutual fundsBrown Advisory Bond Mutual fundsBrown Advisory Large Cap Growth Equities Mutual fundsBrown Advisory Municipal Bonds Mutual fundsBrown Advisory Small Cap Blend Equities Mutual fundsBrown Advisory Emerging Markets Equities Mutual fundsBrown Advisory Europe Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Brown Advisory Mutual funds by Risk/Return Score
The top Brown Advisory Mutual funds by PortfoliosLab Risk/Return Score are BIAUX (79) and BIAMX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Brown Advisory Small-Cap Fundamental Value Fund | 79 | — | Dec 2008 | |
| Brown Advisory Maryland Bond Fund | 77 | — | Dec 2000 | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | 74 | — | Dec 2019 | |
| Brown Advisory Tax Exempt Bond Fund | 73 | — | Jun 2012 | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | 62 | — | Feb 2018 |
Best-Performing Brown Advisory Mutual funds Over 5 Years
The top Brown Advisory Mutual funds is BIAHX (12.37%).
Across the lineup, Brown Advisory Mutual funds show an average 1-year return of 9.08% and an average 5-year return of 4.43%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Brown Advisory - WMC Strategic European Equity Fun... | 12.37% | — | Oct 2013 | |
| Brown Advisory Small-Cap Fundamental Value Fund | 10.60% | — | Dec 2008 | |
| Brown Advisory Flexible Equity Fund | 9.56% | — | Nov 2006 | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | 8.96% | — | Feb 2018 | |
| Brown Advisory Emerging Markets Select Fund | 7.98% | — | Dec 2012 |
Lowest-Cost Brown Advisory Mutual funds
The top Brown Advisory Mutual funds is BIAEX (0.46%).
With an average expense ratio of 0.79%, Brown Advisory Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Brown Advisory Tax Exempt Bond Fund | 0.46% | — | Jun 2012 | |
| Brown Advisory Maryland Bond Fund | 0.47% | — | Dec 2000 | |
| Brown Advisory Mortgage Securities Fund | 0.49% | — | Dec 2013 | |
| Brown Advisory Sustainable Bond Fund | 0.49% | — | Aug 2017 | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | 0.49% | — | Dec 2019 |
Highest-Yield Brown Advisory Mutual funds
The top Brown Advisory Mutual funds is BIAGX (81.61%).
Across the lineup, Brown Advisory Mutual funds show an average dividend yield of 11.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Brown Advisory Growth Equity Fund | 81.61% | — | Jun 1999 | |
| Brown Advisory Sustainable Growth Fund | 23.87% | — | Jun 2012 | |
| Brown Advisory Sustainable Growth Fund Institution... | 23.18% | — | Jun 2012 | |
| Brown Advisory Small-Cap Growth Fund | 17.02% | — | Jun 1999 | |
| Brown Advisory Small-Cap Fundamental Value Fund | 11.05% | — | Dec 2008 |
Top Mutual funds Issuers
Fidelity · 973 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BIAEX vs. DHMBXBIAEX vs. COLTXBIAEX vs. FKTIXBIAEX vs. BMQSXBIAEX vs. IIMBITEX vs. BTC-USDBITEX vs. BIAUXBITEX vs. BIAGXBITEX vs. BVALXBITEX vs. BIASXBIAZX vs. QQQBIAZX vs. ZROZBIAZX vs. BVALXBIAZX vs. BIAGXBIAZX vs. BAFWXBASBX vs. BIASXBASBX vs. BVALXBASBX vs. BIAGXBASBX vs. BCPIXBASBX vs. SSASXBIAMX vs. BIAGXBIAMX vs. BIAWXBIAMX vs. BAFWXBIAMX vs. BIAHXBIAMX vs. BIAFXBAIAX vs. BIAGXBAIAX vs. BVALXBAIAX vs. BIASXBAIAX vs. BAFWXBAIAX vs. BIAWX