Brown Advisory Sustainable Small-Cap Core Fund (BIAYX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAYX
BIAYX charges 1.08% annually. There are 105 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BIAYX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BIAYX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BIAYX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BIAYX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | BIAYX vs VSMAX |
Best Risk-Adjusted Alternatives to BIAYX
BIAYX has a PortfoliosLab risk / return rank of 45. There are 132 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BIAYX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BIAYX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | BIAYX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BIAYX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BIAYX vs RYOTX |
Top Performing BIAYX Alternatives (YTD)
BIAYX is at 16.03% YTD. There are 127 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | BIAYX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | BIAYX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | BIAYX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | BIAYX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | BIAYX vs WWSIX |
Lowest Volatility Alternatives to BIAYX
BIAYX has 17.52% 1-year volatility. There are 50 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | BIAYX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | BIAYX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | BIAYX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | BIAYX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | BIAYX vs BOSOX |
Lowest Drawdown Alternatives to BIAYX
BIAYX has a 1-year max drawdown of -11.02%. There are 118 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BIAYX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BIAYX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BIAYX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BIAYX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BIAYX vs SSCDX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 5 | 3.52% | — | Jun 2012 | BIAYX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 3.44% | — | Jun 2012 | BIAYX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 74 | 1.55% | — | Jun 2012 | BIAYX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 10 | 0.62% | — | Oct 2013 | BIAYX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 15 | 6.18% | — | Nov 2006 | BIAYX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 7.56% | — | Jun 1999 | BIAYX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 21 | 13.63% | — | Jun 1999 | BIAYX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 71 | 1.44% | — | Dec 2019 | BIAYX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAYX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 27 | 8.89% | — | Feb 2018 | BIAYX vs BVALX |
Often Compared With BIAYX
Investors most often compare BIAYX with BIAUX, AUERX, HASCX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 60 | 16.52% | — | Dec 2008 | BIAYX vs BIAUX | |
| Auer Growth Fund | Small Cap Blend Equities | 83 | 14.41% | — | Dec 2007 | BIAYX vs AUERX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 83 | 32.40% | — | Dec 2001 | BIAYX vs HASCX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 69 | 20.70% | — | Oct 2002 | BIAYX vs TISBX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | BIAYX vs NINLX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 81 | 20.78% | — | Mar 2007 | BIAYX vs FSOPX |
Compare BIAYX with Any Fund or Stock
Compare BIAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAYX with funds that move differently
Brown Advisory Sustainable Small-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAYX.
Explore BIAYX Diversifiers