Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) belongs to the Large 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 BAFWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAFWX
BAFWX charges 0.64% annually. There are 101 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BAFWX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BAFWX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BAFWX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BAFWX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BAFWX vs TILIX |
Best Risk-Adjusted Alternatives to BAFWX
BAFWX has a PortfoliosLab risk / return rank of 4. There are 385 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | BAFWX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | BAFWX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BAFWX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | BAFWX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | BAFWX vs CHASX |
Top Performing BAFWX Alternatives (YTD)
BAFWX is at 0.70% YTD. There are 320 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | BAFWX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | BAFWX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | BAFWX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | BAFWX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | BAFWX vs FTQGX |
Lowest Volatility Alternatives to BAFWX
BAFWX has 17.38% 1-year volatility. There are 263 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | BAFWX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | BAFWX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | BAFWX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BAFWX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | BAFWX vs BLUEX |
Lowest Drawdown Alternatives to BAFWX
BAFWX has a 1-year max drawdown of -19.93%. There are 380 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BAFWX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BAFWX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BAFWX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BAFWX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BAFWX vs DNVYX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BIAWX, BIAEX, BIAFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 4 | 0.63% | — | Jun 2012 | BAFWX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 74 | 1.45% | — | Jun 2012 | BAFWX vs BIAEX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 12 | 3.88% | — | Nov 2006 | BAFWX vs BIAFX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 9 | -0.62% | — | Oct 2013 | BAFWX vs BIAHX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 4 | 5.00% | — | Jun 1999 | BAFWX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 20 | 12.38% | — | Jun 1999 | BAFWX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 71 | 1.33% | — | Dec 2019 | BAFWX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BAFWX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 28 | 8.89% | — | Feb 2018 | BAFWX vs BVALX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 58 | 15.99% | — | Dec 2008 | BAFWX vs BIAUX |
Often Compared With BAFWX
Investors most often compare BAFWX with GWPAX, SPY, WCMIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare BAFWX with Any Fund or Stock
Compare BAFWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAFWX with funds that move differently
Brown Advisory Sustainable Growth Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAFWX.
Explore BAFWX Diversifiers