BROWN ADVISORY 401(K) PLAN Investment Options
Available Funds in BROWN ADVISORY 401(K) PLAN
Below is the lineup of investment options available to participants in BROWN ADVISORY 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Option List |
|---|
| Brown Advisory Flexible Equity Fund (BIAFX) |
| Brown Advisory Global Leaders Fund (BIALX) |
| Brown Advisory Growth Equity Fund (BIAGX) |
| Brown Advisory Intermediate Income Fund (BIAIX) |
| Brown Advisory Mid-Cap Growth Fund (BMIDX) |
| Brown Advisory Sustainable Bond Fund (BASBX) |
| Brown Advisory Small-Cap Fundamental Value Fund (BAUAX) |
| Brown Advisory Small-Cap Growth Fund (BIASX) |
| Brown Advisory Sustainable Growth Fund (BAFWX) |
| Brown Advisory Beautel Goodman Large Cap Value (BIAVX) |
| Brown Advisory WMC Strategic European Equity Fund (BAFHX) |
| T. Rowe Price Capital Appreciation Fund (PRWCX) |
| T. Rowe Price Emerging Markets Stock Fund (PRMSX) |
| T. Rowe Price Equity Income Fund (PRFDX) |
| T. Rowe Price International Stock Fund (PRITX) |
| T. Rowe Price Mid-Cap Growth Fund (PMEGX) |
| T. Rowe Price Mid-Cap Value Fund (TRMCX) |
| T. Rowe Price New Asia Fund (PRASX) |
| T. Rowe Price New Era Fund (PRNEX) |
| T. Rowe Price New Horizons Fund (PRNHX) |
| T. Rowe Price Small-Cap Stock Fund (TRSSX) |
| T. Rowe Price Small-Cap Value Fund (PRSVX) |
| T. Rowe Price Short-Term Bond Fund (TRZOX) |
| T. Rowe Price U.S. Treasury Long Term Fund (MMUTX) |
| T. Rowe Price Government Money Fund (TTGXX) |
| T. Rowe Price Equity Index Trust Class A (PRFDX) |
| T. Rowe Price Retirement 2005 Trust A (TRRFX) |
| T. Rowe Price Retirement 2010 Trust A (TRRAX) |
| T. Rowe Price Retirement 2015 Trust A (TRRGX) |
| T. Rowe Price Retirement 2020 Trust A (TRRBX) |
| T. Rowe Price Retirement 2025 Trust A (TRRHX) |
| T. Rowe Price Retirement 2030 Trust A (TRRCX) |
| T. Rowe Price Retirement 2035 Trust A (TRRJX) |
| T. Rowe Price Retirement 2040 Trust A (TRRDX) |
| T. Rowe Price Retirement 2045 Trust A (TRRKX) |
| T. Rowe Price Retirement 2050 Trust A (TRRMX) |
| T. Rowe Price Retirement 2055 Trust A (TRRNX) |
| T. Rowe Price Retirement 2060 Trust A (TRPLX) |
| T. Rowe Price Retirement 2065 Trust A (PASUX) |
| T. Rowe Price Blue Chip Growth Fund (TRBCX) |
| TCW MetWest Unconstrained Bond Fund (MWCZX) |
| Vanguard Developed Markets Index Admiral (VDMIX) |
| Vanguard Extended Market Index (VEXMX) |
| Vanguard Value Index Admiral (VTRIX) |
| with Various Maturity Dates |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in BROWN ADVISORY 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | 6.78% | 7.27% |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | 6.96% | 7.35% |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | 6.74% | 7.33% |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | 7.18% | 8.42% |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | 7.96% | 7.98% |
| S&P 500 Index | 5.97% | 30.43% | 21.65% | 12.98% | 15.10% | 13.74% | 10.93% | 8.96% | 11.29% |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
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Money headlines from this plan
These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.
- Average plan assets per reported participant: $238,809
Based on the 2024 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target. - Employer contributions per reported participant: $5,158
Based on the 2024 public filing. This reported average can include match, profit sharing, or other employer contributions. Review the match and contribution details. - Employee contributions per reported participant: $11,896
Based on the 2024 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase. - Reported administrative expenses as a share of assets: 0.05%
Based on the 2024 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.
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Fund-to-fund research links
Compare BIAFX, BIALX, BIAGX, BIAIX side by side using common return periods and risk measures. Compare funds that serve a similar portfolio role, then review volatility, drawdown, dividends, and fees before choosing.
- BIAFX fund research
- BIALX fund research
- BIAGX fund research
- BIAIX fund research
- BMIDX fund research
- BASBX fund research
Use the stock, fund, or portfolio return comparison calculator to test other combinations, then move the selected funds into the portfolio calculator simulator to review the combined allocation.
Browse the fund and ETF ticker research hub to look up other retirement-plan investments by symbol.
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