AMGOX Alternatives & Similar Mutual Funds

Alger Mid Cap Growth Portfolio Fund (AMGOX) belongs to the Mid 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 AMGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMGOX

AMGOX charges 0.92% annually. There are 75 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	AMGOX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	AMGOX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	AMGOX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	33.80B	Sep 2011	AMGOX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	AMGOX vs VMFGX

Best Risk-Adjusted Alternatives to AMGOX

AMGOX has a PortfoliosLab risk / return rank of 17. There are 56 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	93	—	Dec 2016	AMGOX vs NEEIX
NEEGX	Needham Growth Fund	93	—	Jan 1996	AMGOX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	92	31.20B	Aug 1995	AMGOX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	92	—	Oct 2000	AMGOX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	86	—	Nov 2004	AMGOX vs POAGX

Top Performing AMGOX Alternatives (YTD)

AMGOX is at 8.48% YTD. There are 79 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	65.52%	—	Dec 2016	AMGOX vs NEEIX
NEEGX	Needham Growth Fund	65.21%	—	Jan 1996	AMGOX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	42.04%	—	Oct 2000	AMGOX vs TAAGX
CTIGX	Calamos Timpani SMID Growth Fund	30.42%	—	Jul 2019	AMGOX vs CTIGX
OEGYX	Invesco Discovery Mid Cap Growth Fund	28.52%	—	Nov 2000	AMGOX vs OEGYX

Lowest Volatility Alternatives to AMGOX

AMGOX has 20.03% 1-year volatility. There are 118 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.10%	—	May 2013	AMGOX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.14%	—	May 2021	AMGOX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.30%	—	May 2010	AMGOX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.72%	—	Dec 1996	AMGOX vs VSNGX
RIPIX	Royce International Premier Fund Institutional Cla...	13.31%	—	—	AMGOX vs RIPIX

Lowest Drawdown Alternatives to AMGOX

AMGOX has a 1-year max drawdown of -16.25%. There are 119 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	AMGOX vs MGOYX
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	AMGOX vs VLEQX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	AMGOX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	AMGOX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	AMGOX vs SECUX

Other Mutual Funds from Alger

The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ALGRX	Alger Focus Equity Fund	Large Cap Growth Equities	50	15.85%	—	Nov 1993	AMGOX vs ALGRX
ALAFX	Alger Focus Equity A Fund	Large Cap Growth Equities	49	15.83%	—	Nov 1993	AMGOX vs ALAFX
ACAAX	Alger Capital Appreciation Fund	Large Cap Growth Equities	35	13.30%	—	Dec 1996	AMGOX vs ACAAX
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	86	12.60%	—	Dec 1996	AMGOX vs ALBAX
AAGOX	Alger Large Cap Growth Portfolio Fund	Large Cap Growth Equities	51	24.36%	—	Jan 1989	AMGOX vs AAGOX
ALVOX	Alger Capital Appreciation Portfolio	Large Cap Growth Equities	36	12.56%	—	Jan 1995	AMGOX vs ALVOX
ALARX	Alger Capital Appreciation Institutional Fund	Large Cap Growth Equities	40	15.10%	—	Nov 1993	AMGOX vs ALARX
SPECX	Alger Spectra Fund	Large Cap Growth Equities	26	10.78%	—	Jul 1969	AMGOX vs SPECX
ACAZX	Alger Capital Appreciation Fund Class Z	Large Cap Growth Equities	36	13.52%	—	Dec 2010	AMGOX vs ACAZX
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	11	9.54%	—	May 2002	AMGOX vs ALMAX

Often Compared With AMGOX

Investors most often compare AMGOX with KMKNX, FSMAX, WWNPX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	2	6.71%	—	Jan 2006	AMGOX vs KMKNX
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Blend Equities	47	15.43%	—	—	AMGOX vs FSMAX
WWNPX	Kinetics Paradigm Fund	Mid Cap Growth Equities	2	12.75%	—	Dec 1999	AMGOX vs WWNPX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	Mid Cap Growth Equities	3	22.50%	—	May 2007	AMGOX vs LSHAX
SGFFX	Sparrow Growth Fund	Mid Cap Growth Equities	10	0.86%	—	Oct 1998	AMGOX vs SGFFX
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	66	26.50%	—	Sep 2017	AMGOX vs EEOFX

Compare AMGOX with Any Fund or Stock

Compare AMGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair AMGOX with funds that move differently

Alger Mid Cap Growth Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMGOX.

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Alger Mid Cap Growth Portfolio Fund (AMGOX) Alternatives