Brown Advisory Intermediate Income Fund (BAIAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BAIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAIAX
BAIAX charges 0.77% annually. There are 109 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | BAIAX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | BAIAX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | BAIAX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | BAIAX vs SWSBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | BAIAX vs VBIRX |
Best Risk-Adjusted Alternatives to BAIAX
BAIAX has a PortfoliosLab risk / return rank of 22. There are 129 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | BAIAX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | BAIAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | BAIAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | BAIAX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | BAIAX vs DLDFX |
Top Performing BAIAX Alternatives (YTD)
BAIAX is at -0.45% YTD. There are 130 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | BAIAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | BAIAX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.40% | — | Jul 2016 | BAIAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | BAIAX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | BAIAX vs DFAIX |
Lowest Volatility Alternatives to BAIAX
BAIAX has 2.97% 1-year volatility. There are 126 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | BAIAX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | BAIAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | BAIAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | BAIAX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | BAIAX vs DFEQX |
Lowest Drawdown Alternatives to BAIAX
BAIAX has a 1-year max drawdown of -2.28%. There are 129 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | BAIAX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | BAIAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | BAIAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | BAIAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | BAIAX vs DHEAX |
Other Mutual Funds from Brown Advisory
The 10 most viewed Brown Advisory mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
Often Compared With BAIAX
Investors most often compare BAIAX with HOBEX, VBISX, SNSAX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Holbrook Income Fund | Short-Term Bond | 96 | 1.98% | — | Jul 2016 | BAIAX vs HOBEX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 34 | 0.00% | — | Mar 1994 | BAIAX vs VBISX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 94 | 2.23% | — | Nov 2003 | BAIAX vs SNSAX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 74 | 0.52% | — | Aug 2015 | BAIAX vs TNSHX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 96 | 1.02% | — | Sep 2011 | BAIAX vs DBLSX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | BAIAX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 95 | 0.90% | — | Sep 2011 | BAIAX vs DLSNX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | Short-Term Bond, Corporate Bonds, Investment Grade Bonds | 80 | 0.79% | 51.90B | Nov 2010 | BAIAX vs VSCSX |
Compare BAIAX with Any Fund or Stock
Compare BAIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAIAX with funds that move differently
Brown Advisory Intermediate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAIAX.
Explore BAIAX Diversifiers