Brown Advisory Growth Equity Fund (BIAGX) 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 BIAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAGX
BIAGX charges 0.81% annually. There are 197 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 | BIAGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BIAGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIAGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BIAGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BIAGX vs TILIX |
Best Risk-Adjusted Alternatives to BIAGX
BIAGX has a PortfoliosLab risk / return rank of 4. There are 387 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BIAGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BIAGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BIAGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BIAGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BIAGX vs FOCPX |
Top Performing BIAGX Alternatives (YTD)
BIAGX is at 6.22% YTD. There are 205 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BIAGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BIAGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BIAGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BIAGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BIAGX vs POGRX |
Lowest Volatility Alternatives to BIAGX
BIAGX has 15.55% 1-year volatility. There are 137 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | BIAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BIAGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BIAGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BIAGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BIAGX vs GQEPX |
Lowest Drawdown Alternatives to BIAGX
BIAGX has a 1-year max drawdown of -20.56%. There are 388 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 | BIAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIAGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIAGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BIAGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BIAGX 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.
Often Compared With BIAGX
Investors most often compare BIAGX with BIOPX, SYY, FXAIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BIAGX with Any Fund or Stock
Compare BIAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAGX with funds that move differently
Brown Advisory Growth Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAGX.
Explore BIAGX Diversifiers