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 44 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | BASBX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | BASBX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | BASBX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | BASBX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | BASBX vs BCOIX |
Best Risk-Adjusted Alternatives to BASBX
BASBX has a PortfoliosLab risk / return rank of 18. There are 105 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | BASBX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | BASBX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | BASBX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | BASBX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | BASBX vs MDVAX |
Top Performing BASBX Alternatives (YTD)
BASBX is at -0.30% YTD. There are 90 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.56% | — | Apr 2021 | BASBX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | BASBX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | BASBX vs MDVAX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | BASBX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.44% | — | Sep 2007 | BASBX vs SEATX |
Lowest Volatility Alternatives to BASBX
BASBX has 3.80% 1-year volatility. There are 56 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.15% | — | Jun 2017 | BASBX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | BASBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | BASBX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | BASBX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | BASBX vs HOBIX |
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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | BASBX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | BASBX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | BASBX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | BASBX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | BASBX vs LCTIX |
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 | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 5 | 5.54% | — | Jun 2012 | BASBX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 5.45% | — | Jun 2012 | BASBX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 79 | 1.55% | — | Jun 2012 | BASBX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 8 | 0.06% | — | Oct 2013 | BASBX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 16 | 7.47% | — | Nov 2006 | BASBX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 9.56% | — | Jun 1999 | BASBX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 29 | 16.45% | — | Jun 1999 | BASBX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 75 | 1.28% | — | Dec 2019 | BASBX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BASBX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 37 | 12.41% | — | Feb 2018 | BASBX vs BVALX |
Often Compared With BASBX
Investors most often compare BASBX with BCPIX, AAIIX, PGSIX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 21 | -0.29% | — | Dec 2007 | BASBX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 15 | 1.89% | — | Jan 2004 | BASBX vs AAIIX | |
| Putnam Mortgage Securities Fund | Intermediate Core-Plus Bond | 55 | 2.17% | — | Feb 1984 | BASBX vs PGSIX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | BASBX vs SMTRX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 71 | 20.10% | — | Dec 2008 | BASBX vs BIAUX |
Compare BASBX with Any Fund or Stock
Compare BASBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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