BAFMX Alternatives & Similar Mutual Funds

Brown Advisory Mid-Cap Growth Fund (BAFMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BAFMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BAFMX

BAFMX charges 0.79% annually. There are 44 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	BAFMX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	BAFMX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	BAFMX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	BAFMX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	BAFMX vs VMFGX

Best Risk-Adjusted Alternatives to BAFMX

Among 163 mutual funds in the Mid Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	92	—	Dec 2016	BAFMX vs NEEIX
NEEGX	Needham Growth Fund	90	—	Jan 1996	BAFMX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	88	31.20B	Aug 1995	BAFMX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	87	—	Oct 2000	BAFMX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	79	—	Nov 2004	BAFMX vs POAGX

Top Performing BAFMX Alternatives (YTD)

Among 163 mutual funds in the Mid Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 57.27%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	57.27%	—	Dec 2016	BAFMX vs NEEIX
NEEGX	Needham Growth Fund	56.96%	—	Jan 1996	BAFMX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	36.47%	—	Oct 2000	BAFMX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	26.92%	—	Jul 2019	BAFMX vs CTIGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	24.92%	—	Nov 2000	BAFMX vs OEGYX

Lowest Volatility Alternatives to BAFMX

Among 163 mutual funds in the Mid Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 11.10%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.10%	—	May 2013	BAFMX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.11%	—	May 2021	BAFMX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	BAFMX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.72%	—	Dec 1996	BAFMX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.32%	—	—	BAFMX vs RIPIX

Lowest Drawdown Alternatives to BAFMX

Among 163 mutual funds in the Mid Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	BAFMX vs MGOYX
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	BAFMX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	BAFMX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	BAFMX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	BAFMX vs SECUX

Other Mutual Funds from Brown Advisory Funds

The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	4	0.70%	—	Jun 2012	BAFMX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	4	0.63%	—	Jun 2012	BAFMX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	74	1.45%	—	Jun 2012	BAFMX vs BIAEX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	12	3.88%	—	Nov 2006	BAFMX vs BIAFX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	9	-0.62%	—	Oct 2013	BAFMX vs BIAHX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	4	5.00%	—	Jun 1999	BAFMX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	20	12.38%	—	Jun 1999	BAFMX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	71	1.33%	—	Dec 2019	BAFMX vs BITEX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	28	8.89%	—	Feb 2018	BAFMX vs BVALX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	58	15.99%	—	Dec 2008	BAFMX vs BIAUX

Often Compared With BAFMX

Investors most often compare BAFMX with BIAZX, FXAIX, VSCIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	28	0.55%	—	Dec 2013	BAFMX vs BIAZX
FXAIX	Fidelity 500 Index Fund	S&P 500	52	8.21%	—	Feb 1988	BAFMX vs FXAIX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	50	14.81%	182.70B	Jul 1997	BAFMX vs VSCIX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	53	20.93%	—	Sep 2017	BAFMX vs EEOFX
BARAX	Baron Asset Fund	Mid Cap Growth Equities	8	4.15%	—	Jun 1987	BAFMX vs BARAX
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	43	14.81%	—	Sep 2021	BAFMX vs BIAYX
SMCWX	American Funds SMALLCAP World Fund Class A	Foreign Small & Mid Cap Equities, Mid Cap Growth Equities	35	14.26%	—	Apr 1990	BAFMX vs SMCWX
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Diversified	70	18.06%	—	Dec 2012	BAFMX vs BIAQX
BIAMX	Brown Advisory Maryland Bond Fund	Municipal Bonds	75	1.50%	—	Dec 2000	BAFMX vs BIAMX
BASBX	Brown Advisory Sustainable Bond Fund	Intermediate Core-Plus Bond	19	0.41%	—	Aug 2017	BAFMX vs BASBX
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	30	4.40%	—	May 2009	BAFMX vs BFGIX
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	24	0.09%	—	May 1991	BAFMX vs BAIAX
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	12	17.06%	—	Oct 2012	BAFMX vs IMIDX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	28	4.26%	—	Jun 2008	BAFMX vs BFGFX
TGFRX	Tanaka Growth Fund	Mid Cap Growth Equities	50	14.76%	—	Dec 1998	BAFMX vs TGFRX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	Mid Cap Growth Equities	4	24.87%	—	May 2007	BAFMX vs LSHAX
VLIFX	Value Line Mid Cap Focused Fund	Mid Cap Growth Equities	2	-1.06%	—	Mar 1950	BAFMX vs VLIFX
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	3	7.34%	—	Jan 2006	BAFMX vs KMKNX
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	6	5.88%	—	Oct 1996	BAFMX vs PKSFX
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	3	7.20%	—	Jan 2006	BAFMX vs KMKAX

Compare BAFMX with Any Fund or Stock

Compare BAFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BAFMX with funds that move differently

Brown Advisory Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAFMX.

Explore BAFMX Diversifiers

Brown Advisory Mid-Cap Growth Fund (BAFMX) Alternatives