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BIAFX Brown Advisory Flexible Equity Inv

3 lower fee alternatives found

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Fund BIAFX Brown Advisory Flexible Equity Inv VHCOX Vanguard Capital Opportunity Inv FZAPX Fidelity Advisor® Stock Sel All Cp Z  
100% 89% 91%
Annual Fees
(0.89% Exp. Ratio)
(0.45% Exp. Ratio)
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,645.24 $45,279.82 $44,067.70
Est. savings over 30 yrs +$5,634.58 +$4,422.46
As of 12/31/16
1 YR RETURN 9.37%
3 YR 6.16%
5 YR 13.88%
10 YR 5.61%
1 YR RETURN 10.56%
3 YR 10.48%
5 YR 17.89%
10 YR 9.06%
1 YR RETURN 9.73%
3 YR 6.89%
5 YR 14.07%
10 YR 6.25%
The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have strong, or improving, long-term business characteristics and share prices that do not reflect these favorable fundamental attributes. The fund may invest up to 15% of its net assets in foreign securities, including emerging markets.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.
The investment seeks growth of capital. The fund normally invests at least 80% of assets in stocks and primarily in common stocks. It allocates its assets among Fidelity® equity sector central funds that provide exposure to different sectors of the U.S. stock market which include consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecom services, and utilities. Sector central funds are specialized investment vehicles designed to be used by Fidelity® Funds. The fund invests in the sector central funds of domestic and foreign issuers, and in "growth" and/or "value" stocks.

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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.


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