BASBX Alternatives & Similar Mutual Funds

Brown Advisory Sustainable Bond Fund (BASBX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BASBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BASBX

BASBX charges 0.49% annually. There are 45 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	BASBX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	BASBX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	BASBX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	BASBX vs TIBDX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	BASBX vs BCPIX

Best Risk-Adjusted Alternatives to BASBX

BASBX has a PortfoliosLab risk / return rank of 12. There are 110 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	BASBX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	BASBX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	BASBX vs LCTIX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	BASBX vs MDVAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	81	—	Jul 2010	BASBX vs LCTRX

Top Performing BASBX Alternatives (YTD)

BASBX is at -1.02% YTD. There are 102 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.50%	—	Apr 2021	BASBX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	BASBX vs HOBIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	BASBX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	1.90%	—	Feb 1984	BASBX vs PGSIX
AAIIX	Ancora Income Fund	1.60%	—	Jan 2004	BASBX vs AAIIX

Lowest Volatility Alternatives to BASBX

BASBX has 3.81% 1-year volatility. There are 62 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	BASBX vs AMFIX
ARINX	Archer Income Fund	1.83%	—	Mar 2011	BASBX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.05%	—	Jul 2010	BASBX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	BASBX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	BASBX vs LCTIX

Lowest Drawdown Alternatives to BASBX

BASBX has a 1-year max drawdown of -2.99%. There are 69 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	BASBX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	BASBX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	BASBX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	BASBX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	BASBX vs LCTRX

Other Mutual Funds from Brown Advisory

The 10 most viewed Brown Advisory 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	6.60%	—	Jun 2012	BASBX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	6	6.53%	—	Jun 2012	BASBX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	63	0.04%	—	Jun 2012	BASBX vs BIAEX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	21	4.03%	—	Oct 2013	BASBX vs BIAHX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	21	7.99%	—	Nov 2006	BASBX vs BIAFX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	4	7.78%	—	Jun 1999	BASBX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	35	16.19%	—	Jun 1999	BASBX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	64	0.17%	—	Dec 2019	BASBX vs BITEX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	80	21.91%	—	Dec 2008	BASBX vs BIAUX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	60	13.78%	—	Feb 2018	BASBX vs BVALX

Often Compared With BASBX

Investors most often compare BASBX with BCOIX, SEATX, SMTRX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	20	-0.41%	—	Sep 2000	BASBX vs BCOIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	BASBX vs SEATX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	BASBX vs SMTRX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	28	1.44%	—	Jul 2015	BASBX vs TNUIX

Compare BASBX with Any Fund or Stock

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

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Diversifiers

Pair BASBX with funds that move differently

Brown Advisory Sustainable Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BASBX.

Explore BASBX Diversifiers

Brown Advisory Sustainable Bond Fund (BASBX) Alternatives