BIAEX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to BIAEX

BIAEX charges 0.46% annually. There are 110 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	—	Dec 2015	BIAEX vs LSMSX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	BIAEX vs VTMFX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021	BIAEX vs FHMIX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	—	May 2007	BIAEX vs NMTRX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	—	Jun 2021	BIAEX vs FSMUX

Best Risk-Adjusted Alternatives to BIAEX

BIAEX has a PortfoliosLab risk / return rank of 79. There are 232 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFABX	DFA Short-Term Selective State Municipal Bond Port...	100	—	Apr 2022	BIAEX vs DFABX
DFSMX	DFA Short Term Municipal Bond Portfolio	100	—	Aug 2002	BIAEX vs DFSMX
ATOIX	abrdn Ultra Short Municipal Income Fund	99	—	Dec 2002	BIAEX vs ATOIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	99	—	Apr 2016	BIAEX vs TFCYX
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	—	Feb 2021	BIAEX vs FHMIX

Top Performing BIAEX Alternatives (YTD)

BIAEX is at 1.55% YTD. There are 265 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.97%.

Symbol	Name	YTD Return	AUM	Inception
NMI	Nuveen Municipal Income Fund, Inc.	10.97%	—	Apr 1998	BIAEX vs NMI
NRK	Nuveen New York AMT Free Quality Municipal Income	10.93%	—	Nov 2002	BIAEX vs NRK
MIY	BlackRock MuniYield Michigan Quality Fund	8.42%	—	Oct 1992	BIAEX vs MIY
AFB	AllianceBernstein National Municipal Income Fund	7.33%	—	Nov 2001	BIAEX vs AFB
MUC	BlackRock MuniHoldings California Quality Fund	7.11%	—	Feb 1998	BIAEX vs MUC

Lowest Volatility Alternatives to BIAEX

BIAEX has 2.50% 1-year volatility. There are 195 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.55%	—	Apr 2022	BIAEX vs DFABX
DFSMX	DFA Short Term Municipal Bond Portfolio	0.56%	—	Aug 2002	BIAEX vs DFSMX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.57%	—	Apr 2007	BIAEX vs DFCMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.58%	—	May 2016	BIAEX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.59%	—	May 2016	BIAEX vs USMTX

Lowest Drawdown Alternatives to BIAEX

BIAEX has a 1-year max drawdown of -2.82%. There are 251 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BATVX	BlackRock Allocation Target Shares	0.00%	—	May 2021	BIAEX vs BATVX
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	—	Dec 2002	BIAEX vs ATOIX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.10%	—	Feb 2021	BIAEX vs FHMIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	—	Apr 2016	BIAEX vs TFCYX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	-0.11%	—	Apr 2022	BIAEX vs DFABX

Other Mutual Funds from Brown Advisory Funds

The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	5	5.54%	—	Jun 2012	BIAEX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	5	5.45%	—	Jun 2012	BIAEX vs BIAWX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	8	0.06%	—	Oct 2013	BIAEX vs BIAHX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	16	7.47%	—	Nov 2006	BIAEX vs BIAFX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	5	9.56%	—	Jun 1999	BIAEX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	29	16.45%	—	Jun 1999	BIAEX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	75	1.28%	—	Dec 2019	BIAEX vs BITEX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	—	—	—	Jul 2018	BIAEX vs BAFMX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	37	12.41%	—	Feb 2018	BIAEX vs BVALX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	71	20.10%	—	Dec 2008	BIAEX vs BIAUX

Often Compared With BIAEX

Investors most often compare BIAEX with DHMBX, COLTX, FKTIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DHMBX	BNY Mellon High Yield Municipal Bond Fund	High Yield Muni	87	3.59%	—	Sep 2005	BIAEX vs DHMBX
COLTX	Columbia Tax-Exempt Fund	Municipal Bonds	83	2.56%	—	Nov 1978	BIAEX vs COLTX
FKTIX	Franklin Federal Tax Free Income Fund	Municipal Bonds	82	2.33%	—	Oct 1983	BIAEX vs FKTIX
BMQSX	Baird Municipal Bond Fund	Municipal Bonds	79	1.54%	—	Nov 2019	BIAEX vs BMQSX
IIM	Invesco Value Municipal Income Trust		87	8.87%	—	—	BIAEX vs IIM
SHYTX	DWS Strategic High Yield Tax	High Yield Muni	80	2.43%	—	Jan 1987	BIAEX vs SHYTX
WMFAX	Allspring Municipal Bond Fund	Municipal Bonds	83	1.68%	—	Apr 2005	BIAEX vs WMFAX
VWITX	Vanguard Intermediate-Term Tax-Exempt Fund Investo...	Municipal Bonds	71	1.21%	88.60B	Sep 1977	BIAEX vs VWITX
BSNSX	Baird Strategic Municipal Bond Fund	Municipal Bonds	90	1.66%	—	Nov 2019	BIAEX vs BSNSX
VWNDX	Vanguard Windsor Fund Investor Shares	Large Cap Value Equities	50	9.81%	24.50B	Oct 1958	BIAEX vs VWNDX
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	28	-0.07%	—	Dec 2013	BIAEX vs BIAZX
MUJ	BlackRock MuniHoldings New Jersey Quality Fund	Municipal Bonds	69	6.57%	—	Mar 1998	BIAEX vs MUJ
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	99	1.29%	—	Jun 2015	BIAEX vs DNYMX
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	47	16.96%	—	Sep 2021	BIAEX vs BIAYX
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	24	-0.24%	—	May 1991	BIAEX vs BAIAX
DMREX	DFA Municipal Real Return Portfolio	Municipal Bonds	95	2.24%	—	Nov 2014	BIAEX vs DMREX
MQY	BlackRock MuniYield Quality Fund	Municipal Bonds	32	6.18%	—	Jul 1992	BIAEX vs MQY
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	95	2.04%	—	Oct 2017	BIAEX vs DCARX
FGNSX	Strategic Advisers Tax-Sensitive Short Duration Fu...	Municipal Bonds	97	0.92%	—	Dec 2017	BIAEX vs FGNSX
NPV	Nuveen Virginia Quality Municipal Income Fund	Municipal Bonds	31	6.89%	—	Mar 1993	BIAEX vs NPV

Compare BIAEX with Any Fund or Stock

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

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Diversifiers

Pair BIAEX with funds that move differently

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

Explore BIAEX Diversifiers

Brown Advisory Tax Exempt Bond Fund (BIAEX) Alternatives