Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BAFWX

BAFWX charges 0.64% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BAFWX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	BAFWX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	BAFWX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	BAFWX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	BAFWX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	BAFWX vs TILIX

Best Risk-Adjusted Alternatives to BAFWX

Among mutual funds in the Large 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
ONERX	One Rock Fund	87	Mar 6, 2020	BAFWX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	BAFWX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	BAFWX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	BAFWX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	BAFWX vs VTMGX

Top Performing BAFWX Alternatives (YTD)

BAFWX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	BAFWX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	BAFWX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	BAFWX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	BAFWX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	BAFWX vs AMRGX

Lowest Volatility Alternatives to BAFWX

BAFWX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	BAFWX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	BAFWX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	BAFWX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	BAFWX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	BAFWX vs PROVX

Lowest Drawdown Alternatives to BAFWX

BAFWX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	BAFWX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	BAFWX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	BAFWX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	BAFWX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	BAFWX vs BBLIX

Other Mutual Funds from Brown Advisory Funds

Most popular Brown Advisory Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	4	-15.27%	Jun 29, 2012	BAFWX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	70	-0.69%	Jun 28, 2012	BAFWX vs BIAEX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	7	-10.43%	Nov 30, 2006	BAFWX vs BIAFX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	67	-5.32%	Oct 20, 2013	BAFWX vs BIAHX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	3	-13.33%	Jun 28, 1999	BAFWX vs BIAGX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	4	-11.58%	Jul 2, 2018	BAFWX vs BAFMX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	10	-4.65%	Jun 28, 1999	BAFWX vs BIASX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	8	-5.38%	Feb 13, 2018	BAFWX vs BVALX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	57	-0.66%	Dec 1, 2019	BAFWX vs BITEX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	30	1.73%	Dec 31, 2008	BAFWX vs BIAUX

Often Compared With BAFWX

What investors most often compare with BAFWX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	44	-8.70%	May 18, 2012	BAFWX vs GWPAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	BAFWX vs SPY
WCMIX	WCM Focused International Growth Fund	Foreign Large Cap Equities	17	-4.22%	May 30, 2011	BAFWX vs WCMIX
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	5	-2.03%	Jun 30, 2004	BAFWX vs BEGIX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	BAFWX vs VOO
^GSPC	S&P 500 Index		74	-4.63%	—	BAFWX vs ^GSPC
VINIX	Vanguard Institutional Index Fund Institutional Sh...	Large Cap Blend Equities	46	-7.06%	Jul 31, 1990	BAFWX vs VINIX
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	94	0.00%	Jul 29, 1985	BAFWX vs FSELX
GGRO.TO	iShares ESG Growth ETF Portfolio	Diversified Portfolio	58	-1.81%	Sep 2, 2020	BAFWX vs GGRO.TO
EGUS	Ishares ESG Aware MSCI USA Growth ETF	Large Cap Growth Equities	54	-9.75%	Jan 31, 2023	BAFWX vs EGUS
JDMNX	Janus Henderson Enterprise Fund Class N	Mid Cap Growth Equities	8	-8.43%	Sep 1, 1992	BAFWX vs JDMNX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	BAFWX vs SCHG
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	64	-0.01%	Dec 25, 2013	BAFWX vs BIAZX
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	BAFWX vs VGT
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	BAFWX vs SPMO
IYW	iShares U.S. Technology ETF	Technology Equities	66	-9.11%	May 19, 2000	BAFWX vs IYW
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	BAFWX vs SCHD
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	BAFWX vs GXXIX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	BAFWX vs QQQ
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	67	0.72%	Apr 2, 2007	BAFWX vs SFLNX

Compare BAFWX with Any Fund or Stock

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

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Brown Advisory Sustainable Growth Fund Institutional Shares

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