Brown Advisory Sustainable Growth Fund (BIAWX) 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 BIAWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAWX
BIAWX charges 0.78% annually. There are 180 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 | BIAWX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BIAWX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIAWX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BIAWX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BIAWX vs TILIX |
Best Risk-Adjusted Alternatives to BIAWX
BIAWX has a PortfoliosLab risk / return rank of 5. There are 384 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 | BIAWX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BIAWX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BIAWX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BIAWX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BIAWX vs FOCPX |
Top Performing BIAWX Alternatives (YTD)
BIAWX is at 1.99% YTD. There are 328 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 | BIAWX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BIAWX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BIAWX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BIAWX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BIAWX vs POGRX |
Lowest Volatility Alternatives to BIAWX
BIAWX has 17.35% 1-year volatility. There are 269 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 | BIAWX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BIAWX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BIAWX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BIAWX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BIAWX vs GQEPX |
Lowest Drawdown Alternatives to BIAWX
BIAWX has a 1-year max drawdown of -19.97%. There are 382 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 | BIAWX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIAWX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIAWX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BIAWX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BIAWX vs DNVYX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAEX, BIAFX 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 | 2.06% | — | Jun 2012 | BIAWX vs BAFWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 75 | 1.55% | — | Jun 2012 | BIAWX vs BIAEX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 14 | 5.22% | — | Nov 2006 | BIAWX vs BIAFX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 10 | 0.00% | — | Oct 2013 | BIAWX vs BIAHX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 4 | 6.22% | — | Jun 1999 | BIAWX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 22 | 13.26% | — | Jun 1999 | BIAWX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 70 | 1.33% | — | Dec 2019 | BIAWX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAWX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 27 | 8.75% | — | Feb 2018 | BIAWX vs BVALX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 59 | 16.25% | — | Dec 2008 | BIAWX vs BIAUX |
Often Compared With BIAWX
Investors most often compare BIAWX with SWPPX, ACVF, QGRO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BIAWX with Any Fund or Stock
Compare BIAWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAWX with funds that move differently
Brown Advisory Sustainable Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAWX.
Explore BIAWX Diversifiers