BIAFX Alternatives & Similar Mutual Funds

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 128 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	BIAFX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	BIAFX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	BIAFX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	BIAFX vs VRGWX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	BIAFX vs VIGAX

Best Risk-Adjusted Alternatives to BIAFX

BIAFX has a PortfoliosLab risk / return rank of 18. There are 171 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	BIAFX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	BIAFX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	BIAFX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	BIAFX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	BIAFX vs FDSSX

Top Performing BIAFX Alternatives (YTD)

BIAFX is at 6.44% YTD. There are 129 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	BIAFX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	BIAFX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	BIAFX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	BIAFX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	BIAFX vs VPMCX

Lowest Volatility Alternatives to BIAFX

BIAFX has 13.87% 1-year volatility. There are 50 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	BIAFX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	BIAFX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	BIAFX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	BIAFX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	BIAFX vs GQEPX

Lowest Drawdown Alternatives to BIAFX

BIAFX has a 1-year max drawdown of -13.10%. There are 141 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	BIAFX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	BIAFX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	BIAFX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	BIAFX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	BIAFX vs DNVYX

Other Mutual Funds from Brown Advisory

The 10 most viewed Brown Advisory mutual funds shown here include BAFWX, BIAWX, BIAEX 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	4.69%	—	Jun 2012	BIAFX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	5	4.58%	—	Jun 2012	BIAFX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	73	0.15%	—	Jun 2012	BIAFX vs BIAEX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	25	4.98%	—	Oct 2013	BIAFX vs BIAHX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	3	6.56%	—	Jun 1999	BIAFX vs BIAGX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	34	15.98%	—	Jun 1999	BIAFX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	74	0.28%	—	Dec 2019	BIAFX vs BITEX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	81	21.68%	—	Dec 2008	BIAFX vs BIAUX
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	63	13.85%	—	Feb 2018	BIAFX vs BVALX
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	30	-0.07%	—	Dec 2013	BIAFX vs BIAZX

Often Compared With BIAFX

Investors most often compare BIAFX with DREVX, TRBUX, SYY. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DREVX	BNY Mellon Large Cap Securities Fund	Large Cap Growth Equities	26	6.39%	—	May 1951	BIAFX vs DREVX
TRBUX	T. Rowe Price Ultra Short-Term Bond Fund	Ultrashort Bond	98	2.12%	—	Dec 2012	BIAFX vs TRBUX
SYY	Sysco Corporation		55	18.18%	—	—	BIAFX vs SYY
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	91	1.81%	71.10B	Oct 2012	BIAFX vs VTAPX
^GSPC	S&P 500 Index		68	9.41%	—	—	BIAFX vs ^GSPC
FVWSX	Fidelity Series Opportunistic Insights Fund	Large Cap Growth Equities	30	5.85%	—	Dec 2012	BIAFX vs FVWSX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	70	14.05%	—	Mar 2001	BIAFX vs ANFFX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	30	10.89%	—	Mar 2018	BIAFX vs ATVPX
TLGAX	Timothy Plan Large/Mid Cap Growth Fund	Large Cap Growth Equities	24	12.61%	—	Oct 2000	BIAFX vs TLGAX
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	46	16.68%	—	Sep 2021	BIAFX vs BIAYX
BIAMX	Brown Advisory Maryland Bond Fund	Municipal Bonds	70	0.16%	—	Dec 2000	BIAFX vs BIAMX
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Equities	55	14.73%	—	Dec 2012	BIAFX vs BIAQX
BAIAX	Brown Advisory Intermediate Income Fund	Short-Term Bond	26	-0.24%	—	May 1991	BIAFX vs BAIAX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	45	4.50%	—	Dec 1986	BIAFX vs PROVX
ONERX	One Rock Fund	Large Cap Growth Equities	—	—	—	Mar 2020	BIAFX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	BIAFX vs RYGRX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	1.37%	—	Mar 2022	BIAFX vs ACIHX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	BIAFX vs BPTRX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	3.33%	—	Jun 2000	BIAFX vs GXXIX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	57	8.52%	—	Jun 2012	BIAFX vs TVRIX

Compare BIAFX with Any Fund or Stock

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

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Diversifiers

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

Brown Advisory Flexible Equity Fund (BIAFX) Alternatives