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 127 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | BIAFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIAFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | BIAFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BIAFX vs TILIX |
Best Risk-Adjusted Alternatives to BIAFX
BIAFX has a PortfoliosLab risk / return rank of 14. There are 352 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | BIAFX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BIAFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BIAFX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BIAFX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | BIAFX vs FOCPX |
Top Performing BIAFX Alternatives (YTD)
BIAFX is at 5.57% YTD. There are 356 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | BIAFX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | BIAFX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | BIAFX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | BIAFX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | BIAFX vs FOCKX |
Lowest Volatility Alternatives to BIAFX
BIAFX has 13.10% 1-year volatility. There are 60 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | BIAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | BIAFX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | BIAFX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | BIAFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | BIAFX vs AWYIX |
Lowest Drawdown Alternatives to BIAFX
BIAFX has a 1-year max drawdown of -13.10%. There are 152 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BIAFX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BIAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIAFX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BIAFX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIAFX vs AQEIX |
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 | 7 | 7.25% | — | Jun 2012 | BIAFX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 7 | 7.17% | — | Jun 2012 | BIAFX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 74 | 1.45% | — | Jun 2012 | BIAFX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 10 | 1.18% | — | Oct 2013 | BIAFX vs BIAHX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 10.00% | — | Jun 1999 | BIAFX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 17 | 10.55% | — | Jun 1999 | BIAFX vs BIASX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAFX vs BAFMX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 68 | 1.33% | — | Dec 2019 | BIAFX vs BITEX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 19 | 7.65% | — | Feb 2018 | BIAFX vs BVALX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 46 | 11.88% | — | Dec 2008 | BIAFX vs BIAUX |
Often Compared With BIAFX
Investors most often compare BIAFX with TRBUX, DREVX, SYY. These 20 comparison targets span 5 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