BBH Select Series - Mid Cap Fund (BBMIX) 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 BBMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBMIX
BBMIX charges 0.90% annually. There are 68 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 | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | BBMIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BBMIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BBMIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | BBMIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BBMIX vs VMFGX |
Best Risk-Adjusted Alternatives to BBMIX
BBMIX has a PortfoliosLab risk / return rank of 1. There are 156 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | BBMIX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | BBMIX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | BBMIX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | BBMIX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | BBMIX vs USMIX |
Top Performing BBMIX Alternatives (YTD)
BBMIX is at 2.86% YTD. There are 104 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | BBMIX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | BBMIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | BBMIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | BBMIX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | BBMIX vs WWNPX |
Lowest Volatility Alternatives to BBMIX
BBMIX has 10.07% 1-year volatility. No mutual funds in the Mid Cap Growth Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 12.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | BBMIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | BBMIX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | BBMIX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | BBMIX vs PMEGX | |
| Value Line Mid Cap Focused Fund | 13.69% | — | Mar 1950 | BBMIX vs VLIFX |
Lowest Drawdown Alternatives to BBMIX
BBMIX has a 1-year max drawdown of -6.92%. No mutual funds in the Mid Cap Growth Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BBMIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BBMIX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BBMIX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | BBMIX vs FAMVX | |
| T. Rowe Price Mid-Cap Index Fund | -9.51% | — | Dec 2015 | BBMIX vs TRMSX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBBIX, BBLIX, BBBMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Limited Duration Fund | Ultrashort Bond | 98 | 2.04% | — | Jul 2000 | BBMIX vs BBBIX | |
| BBH Select Series - Large Cap Fund | Large Cap Growth Equities | 23 | 1.58% | — | Sep 2019 | BBMIX vs BBLIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 98 | 1.99% | — | Jul 2000 | BBMIX vs BBBMX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 20 | -0.21% | — | Jun 2018 | BBMIX vs BBNIX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 64 | 0.32% | — | Mar 2014 | BBMIX vs BBIIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 29 | 8.86% | — | Oct 2002 | BBMIX vs BBHLX |
Often Compared With BBMIX
Investors most often compare BBMIX with BARAX, BARIX, EEOFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BBMIX with Any Fund or Stock
Compare BBMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBMIX with funds that move differently
BBH Select Series - Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBMIX.
Explore BBMIX Diversifiers