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 111 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
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	—	May 2007	BIAEX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021	BIAEX vs FHMIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	BIAEX vs VTMFX
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 63. There are 276 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.

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

Top Performing BIAEX Alternatives (YTD)

BIAEX is at 0.04% YTD. There are 340 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.88%.

Symbol	Name	YTD Return	AUM	Inception
NMI	Nuveen Municipal Income Fund, Inc.	10.88%	—	Apr 1998	BIAEX vs NMI
NRK	Nuveen New York AMT Free Quality Municipal Income	6.63%	—	Nov 2002	BIAEX vs NRK
MIY	BlackRock MuniYield Michigan Quality Fund	5.90%	—	Oct 1992	BIAEX vs MIY
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	4.67%	12.30B	Sep 1994	BIAEX vs VTMFX
MUJ	BlackRock MuniHoldings New Jersey Quality Fund	3.83%	—	Mar 1998	BIAEX vs MUJ

Lowest Volatility Alternatives to BIAEX

BIAEX has 2.59% 1-year volatility. There are 203 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	0.54%	—	Aug 2002	BIAEX vs DFSMX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.57%	—	Apr 2022	BIAEX vs DFABX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.59%	—	Apr 2007	BIAEX vs DFCMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.63%	—	May 2016	BIAEX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.65%	—	May 2016	BIAEX vs USMTX

Lowest Drawdown Alternatives to BIAEX

BIAEX has a 1-year max drawdown of -2.82%. There are 254 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
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	—	Apr 2016	BIAEX vs TFCYX
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
DFSMX	DFA Short Term Municipal Bond Portfolio	-0.11%	—	Aug 2002	BIAEX vs DFSMX

Other Mutual Funds from Brown Advisory

The 10 most viewed Brown Advisory 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	6	6.60%	—	Jun 2012	BIAEX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	6	6.53%	—	Jun 2012	BIAEX vs BIAWX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	21	4.03%	—	Oct 2013	BIAEX vs BIAHX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	21	7.99%	—	Nov 2006	BIAEX vs BIAFX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	4	7.78%	—	Jun 1999	BIAEX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	35	16.19%	—	Jun 1999	BIAEX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	64	0.17%	—	Dec 2019	BIAEX vs BITEX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	80	21.91%	—	Dec 2008	BIAEX vs BIAUX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	60	13.78%	—	Feb 2018	BIAEX vs BVALX
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	21	-0.85%	—	Dec 2013	BIAEX vs BIAZX

Often Compared With BIAEX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FKTIX	Franklin Federal Tax Free Income Fund	Municipal Bonds	71	0.53%	—	Oct 1983	BIAEX vs FKTIX
DHMBX	BNY Mellon High Yield Municipal Bond Fund	High Yield Muni	83	1.76%	—	Sep 2005	BIAEX vs DHMBX
COLTX	Columbia Tax-Exempt Fund	Municipal Bonds	74	0.64%	—	Nov 1978	BIAEX vs COLTX
BMQSX	Baird Municipal Bond Fund	Municipal Bonds	67	0.06%	—	Nov 2019	BIAEX vs BMQSX
IIM	Invesco Value Municipal Income Trust		83	5.90%	—	—	BIAEX vs IIM
SHYTX	DWS Strategic High Yield Tax	High Yield Muni	78	1.21%	—	Jan 1987	BIAEX vs SHYTX
WMFAX	Allspring Municipal Bond Fund	Municipal Bonds	72	0.42%	—	Apr 2005	BIAEX vs WMFAX
VWITX	Vanguard Intermediate-Term Tax-Exempt Fund Investo...	Municipal Bonds	58	-0.19%	89.80B	Sep 1977	BIAEX vs VWITX
BSNSX	Baird Strategic Municipal Bond Fund	Municipal Bonds	84	0.89%	—	Nov 2019	BIAEX vs BSNSX
VWNDX	Vanguard Windsor Fund Investor Shares	Large Cap Value Equities	82	12.56%	24.50B	Oct 1958	BIAEX vs VWNDX
MUC	BlackRock MuniHoldings California Quality Fund	Municipal Bonds	43	3.62%	—	Feb 1998	BIAEX vs MUC
DNYMX	DFA NY Municipal Bond Portfolio	Municipal Bonds	99	1.21%	—	Jun 2015	BIAEX vs DNYMX
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	43	16.21%	—	Sep 2021	BIAEX vs BIAYX
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	22	-0.45%	—	May 1991	BIAEX vs BAIAX
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Equities	63	16.77%	—	Dec 2012	BIAEX vs BIAQX
DMREX	DFA Municipal Real Return Portfolio	Municipal Bonds	92	1.98%	—	Nov 2014	BIAEX vs DMREX
MQY	BlackRock MuniYield Quality Fund	Municipal Bonds	21	2.86%	—	Jul 1992	BIAEX vs MQY
DCARX	DFA California Municipal Real Return Portfolio	Municipal Bonds	89	1.76%	—	Oct 2017	BIAEX vs DCARX
NPV	Nuveen Virginia Quality Municipal Income Fund	Municipal Bonds	16	1.08%	—	Mar 1993	BIAEX vs NPV
FGNSX	Strategic Advisers Tax-Sensitive Short Duration Fu...	Municipal Bonds	95	0.82%	—	Dec 2017	BIAEX vs FGNSX

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