BAIAX Alternatives & Similar Mutual Funds

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 105 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	BAIAX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	BAIAX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	BAIAX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	BAIAX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	BAIAX vs VBISX

Best Risk-Adjusted Alternatives to BAIAX

BAIAX has a PortfoliosLab risk / return rank of 27. There are 123 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	BAIAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	BAIAX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	BAIAX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	BAIAX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	BAIAX vs DBLSX

Top Performing BAIAX Alternatives (YTD)

BAIAX is at -0.02% YTD. There are 121 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.06%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.06%	—	Apr 2011	BAIAX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.76%	—	Jul 2005	BAIAX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	BAIAX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	BAIAX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	BAIAX vs BATAX

Lowest Volatility Alternatives to BAIAX

BAIAX has 3.02% 1-year volatility. There are 120 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	BAIAX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.06%	—	Jul 2016	BAIAX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	BAIAX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	BAIAX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	BAIAX vs DHEAX

Lowest Drawdown Alternatives to BAIAX

BAIAX has a 1-year max drawdown of -2.28%. There are 122 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	BAIAX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	BAIAX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	BAIAX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	BAIAX vs DHEAX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	BAIAX vs HOBEX

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	6	5.15%	—	Jun 2012	BAIAX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	6	5.07%	—	Jun 2012	BAIAX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	75	1.55%	—	Jun 2012	BAIAX vs BIAEX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	9	-0.39%	—	Oct 2013	BAIAX vs BIAHX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	13	4.91%	—	Nov 2006	BAIAX vs BIAFX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	6	9.89%	—	Jun 1999	BAIAX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	16	10.50%	—	Jun 1999	BAIAX vs BIASX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	—	—	—	Jul 2018	BAIAX vs BAFMX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	71	1.44%	—	Dec 2019	BAIAX vs BITEX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	19	7.37%	—	Feb 2018	BAIAX vs BVALX

Often Compared With BAIAX

Investors most often compare BAIAX with SNSAX, DLDFX, BIAUX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	88	1.76%	—	Nov 2003	BAIAX vs SNSAX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	BAIAX vs DLDFX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	46	11.95%	—	Dec 2008	BAIAX vs BIAUX

Compare BAIAX with Any Fund or Stock

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

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Diversifiers

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

Brown Advisory Intermediate Income Fund (BAIAX) Alternatives