Brown Advisory Mid-Cap Growth Fund (BAFMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BAFMX
BAFMX charges 0.79% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BAFMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BAFMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BAFMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BAFMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BAFMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BAFMX vs VMGMX |
Best Risk-Adjusted Alternatives to BAFMX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | BAFMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BAFMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BAFMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BAFMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BAFMX vs BFGIX |
Top Performing BAFMX Alternatives (YTD)
BAFMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | BAFMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BAFMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BAFMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BAFMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BAFMX vs NEEGX |
Lowest Volatility Alternatives to BAFMX
BAFMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | BAFMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BAFMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BAFMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BAFMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BAFMX vs VSNGX |
Lowest Drawdown Alternatives to BAFMX
BAFMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BAFMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BAFMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BAFMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BAFMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BAFMX vs VLEQX |
Other Mutual Funds from Brown Advisory Funds
Most popular Brown Advisory Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With BAFMX
What investors most often compare with BAFMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | BAFMX vs FXAIX | |
| Vanguard Small-Cap Index Fund Institutional Shares | Small Cap Blend Equities | 37 | -1.21% | Jul 7, 1997 | BAFMX vs VSCIX | |
| Brown Advisory Mortgage Securities Fund | Government Bonds | 64 | -0.01% | Dec 25, 2013 | BAFMX vs BIAZX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | BAFMX vs SMCWX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | BAFMX vs EEOFX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | BAFMX vs IMIDX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BAFMX vs BFGFX |
Compare BAFMX with Any Fund or Stock
Compare BAFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.