Brown Advisory Flexible Equity Fund (BIAFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAFX
BIAFX charges 0.68% annually. There are 126 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BIAFX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIAFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | BIAFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BIAFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BIAFX vs VIGAX |
Best Risk-Adjusted Alternatives to BIAFX
BIAFX has a PortfoliosLab risk / return rank of 15. There are 260 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | BIAFX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | BIAFX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | BIAFX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | BIAFX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | BIAFX vs FCGSX |
Top Performing BIAFX Alternatives (YTD)
BIAFX is at 7.68% YTD. There are 193 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | BIAFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | BIAFX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | BIAFX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | BIAFX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | BIAFX vs CHASX |
Lowest Volatility Alternatives to BIAFX
BIAFX has 13.69% 1-year volatility. There are 52 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | BIAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | BIAFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | BIAFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BIAFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | BIAFX vs GQEPX |
Lowest Drawdown Alternatives to BIAFX
BIAFX has a 1-year max drawdown of -13.10%. There are 145 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BIAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIAFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIAFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BIAFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BIAFX vs DNVYX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 5 | 6.06% | — | Jun 2012 | BIAFX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 5.99% | — | Jun 2012 | BIAFX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 77 | 1.55% | — | Jun 2012 | BIAFX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 7 | 0.45% | — | Oct 2013 | BIAFX vs BIAHX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 10.56% | — | Jun 1999 | BIAFX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 26 | 16.97% | — | Jun 1999 | BIAFX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 74 | 1.39% | — | Dec 2019 | BIAFX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAFX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 33 | 12.61% | — | Feb 2018 | BIAFX vs BVALX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 66 | 20.21% | — | Dec 2008 | BIAFX vs BIAUX |
Often Compared With BIAFX
Investors most often compare BIAFX with DREVX, TRBUX, SYY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BIAFX with Any Fund or Stock
Compare BIAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAFX with funds that move differently
Brown Advisory Flexible Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAFX.
Explore BIAFX Diversifiers