Baron Focused Growth Fund (BFGFX) 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 BFGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFGFX
BFGFX charges 1.31% annually. There are 143 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 | BFGFX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BFGFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BFGFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BFGFX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BFGFX vs VMFGX |
Best Risk-Adjusted Alternatives to BFGFX
BFGFX has a PortfoliosLab risk / return rank of 33. There are 27 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | BFGFX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | BFGFX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BFGFX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | BFGFX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | BFGFX vs POAGX |
Top Performing BFGFX Alternatives (YTD)
BFGFX is at 6.29% YTD. There are 103 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | BFGFX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | BFGFX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | BFGFX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | BFGFX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | BFGFX vs POAGX |
Lowest Volatility Alternatives to BFGFX
BFGFX has 22.40% 1-year volatility. There are 137 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | BFGFX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | BFGFX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BFGFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | BFGFX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | BFGFX vs VLIFX |
Lowest Drawdown Alternatives to BFGFX
BFGFX has a 1-year max drawdown of -11.24%. There are 38 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 | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BFGFX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | BFGFX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BFGFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BFGFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BFGFX vs SECUX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BIOPX, BGRFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 67 | 6.99% | — | Apr 2003 | BFGFX vs BPTRX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 33 | 13.48% | — | Feb 2000 | BFGFX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -9.93% | — | Dec 1994 | BFGFX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | 4.73% | — | Jun 1987 | BFGFX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 3.07% | — | Sep 1997 | BFGFX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 38 | 12.73% | — | Dec 2017 | BFGFX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 14 | 4.98% | — | Dec 2017 | BFGFX vs BDAIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -9.83% | — | May 2009 | BFGFX vs BGRIX | |
| Baron Real Estate Fund | REIT | 9 | 3.69% | — | Dec 2009 | BFGFX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 17 | 4.93% | — | Dec 2017 | BFGFX vs BWBIX |
Often Compared With BFGFX
Investors most often compare BFGFX with VOO, VGT, FSMD. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BFGFX with Any Fund or Stock
Compare BFGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFGFX with funds that move differently
Baron Focused Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFGFX.
Explore BFGFX Diversifiers