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 43 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 162 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 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	86	31.20B	Aug 1995	BAFMX vs VHCOX
NEEGX	Needham Growth Fund	78	—	Jan 1996	BAFMX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	78	—	Oct 2000	BAFMX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	77	—	Nov 2004	BAFMX vs POAGX
NEEIX	Needham Growth Fund Institutional Class	76	—	Dec 2016	BAFMX vs NEEIX

Top Performing BAFMX Alternatives (YTD)

Among 162 mutual funds in the Mid Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 44.89%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	44.89%	—	Dec 2016	BAFMX vs NEEIX
NEEGX	Needham Growth Fund	44.58%	—	Jan 1996	BAFMX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	37.54%	—	May 2007	BAFMX vs LSHAX
TAAGX	Timothy Plan Aggressive Growth Fund	28.73%	—	Oct 2000	BAFMX vs TAAGX
WWNPX	Kinetics Paradigm Fund	25.77%	—	Dec 1999	BAFMX vs WWNPX

Lowest Volatility Alternatives to BAFMX

Among 162 mutual funds in the Mid Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 10.68%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.68%	—	May 2021	BAFMX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.31%	—	May 2010	BAFMX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.69%	—	Dec 1996	BAFMX vs VSNGX
VLIFX	Value Line Mid Cap Focused Fund	13.49%	—	Mar 1950	BAFMX vs VLIFX
SGFFX	Sparrow Growth Fund	13.52%	—	Oct 1998	BAFMX vs SGFFX

Lowest Drawdown Alternatives to BAFMX

Among 162 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
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
TAAGX	Timothy Plan Aggressive Growth Fund	-9.37%	—	Oct 2000	BAFMX vs TAAGX

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	5	6.23%	—	Jun 2012	BAFMX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	5	6.15%	—	Jun 2012	BAFMX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	79	1.45%	—	Jun 2012	BAFMX vs BIAEX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	17	8.04%	—	Nov 2006	BAFMX vs BIAFX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	10	1.40%	—	Oct 2013	BAFMX vs BIAHX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	5	10.33%	—	Jun 1999	BAFMX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	32	16.92%	—	Jun 1999	BAFMX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	76	1.28%	—	Dec 2019	BAFMX vs BITEX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	36	11.44%	—	Feb 2018	BAFMX vs BVALX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	78	20.63%	—	Dec 2008	BAFMX vs BIAUX

Often Compared With BAFMX

Investors most often compare BAFMX with BIAZX, FXAIX, VSCIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	33	0.48%	—	Dec 2013	BAFMX vs BIAZX
FXAIX	Fidelity 500 Index Fund	S&P 500	69	11.32%	—	Feb 1988	BAFMX vs FXAIX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	60	15.96%	182.70B	Jul 1997	BAFMX vs VSCIX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	30	16.41%	—	Sep 2017	BAFMX vs EEOFX
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	51	17.81%	—	Sep 2021	BAFMX vs BIAYX
BARAX	Baron Asset Fund	Mid Cap Growth Equities	7	1.90%	—	Jun 1987	BAFMX vs BARAX
SMCWX	American Funds SMALLCAP World Fund Class A	Foreign Small & Mid Cap Equities, Mid Cap Growth Equities	34	13.10%	—	Apr 1990	BAFMX vs SMCWX
BASBX	Brown Advisory Sustainable Bond Fund	Intermediate Core-Plus Bond	22	0.18%	—	Aug 2017	BAFMX vs BASBX
BIAMX	Brown Advisory Maryland Bond Fund	Municipal Bonds	77	1.49%	—	Dec 2000	BAFMX vs BIAMX
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Diversified	55	17.31%	—	Dec 2012	BAFMX vs BIAQX
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	30	0.19%	—	May 1991	BAFMX vs BAIAX
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	29	4.80%	—	May 2009	BAFMX vs BFGIX
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	1	0.56%	—	—	BAFMX vs RIPIX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	29	4.66%	—	Jun 2008	BAFMX vs BFGFX
TGFRX	Tanaka Growth Fund	Mid Cap Growth Equities	43	14.21%	—	Dec 1998	BAFMX vs TGFRX
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	12	14.76%	—	Oct 2012	BAFMX vs IMIDX
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	6	16.16%	—	Jan 2006	BAFMX vs KMKNX
VLEQX	Villere Equity Fund	Mid Cap Growth Equities	—	—	—	May 2013	BAFMX vs VLEQX
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	67	21.93%	—	Jul 2019	BAFMX vs CTIGX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	46	15.44%	—	—	BAFMX vs FSMAX

Compare BAFMX with Any Fund or Stock

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

Symbol name

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