Investment Test Drive

BAFTX Brown Advisory Total Return Instl

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BAFTX Brown Advisory Total Return Instl AGGY WisdomTree Barclays US AggtBd EnhYld ETF FBNDX Fidelity® Investment Grade Bond  
100% 87% 86%
Annual Fees
(0.56% Exp. Ratio)
(0.12% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$15,378.28 $17,556.19 $15,896.89
Est. savings over 30 yrs +$2,177.91 +$518.61
As of 9/30/16
1 YR RETURN 6.40%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.98%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.64%
3 YR 4.09%
5 YR 3.51%
10 YR 4.45%
The investment seeks to provide a competitive total return consistent with preservation of principal. Normally, the Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets in fixed income securities such as U.S. government securities, corporate fixed income securities, mortgage-backed and asset-backed securities. It invests in fixed income securities that primarily have a maturity that is between 0 and 30 years and are rated in the top four rating categories of a Nationally Recognized Statistical Rating Organization, or unrated and deemed to be of comparable quality by the Adviser.
The investment seeks to track the price and yield performance, before fees and expenses, of the Barclays U.S. Aggregate Enhanced Yield Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!