Baron Focused Growth Fund (BFGFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BFGFX
BFGFX charges 1.32% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BFGFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BFGFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BFGFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BFGFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BFGFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BFGFX vs VMGMX |
Best Risk-Adjusted Alternatives to BFGFX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | BFGFX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BFGFX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BFGFX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BFGFX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BFGFX vs BFGIX |
Top Performing BFGFX Alternatives (YTD)
BFGFX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | BFGFX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BFGFX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BFGFX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BFGFX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BFGFX vs NEEGX |
Lowest Volatility Alternatives to BFGFX
BFGFX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | BFGFX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BFGFX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BFGFX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BFGFX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BFGFX vs VSNGX |
Lowest Drawdown Alternatives to BFGFX
BFGFX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BFGFX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BFGFX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BFGFX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BFGFX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BFGFX vs VLEQX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | BFGFX vs BPTRX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BFGFX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BFGFX vs BIOPX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BFGFX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BFGFX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BFGFX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BFGFX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BFGFX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BFGFX vs BDFIX | |
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | 24 | -14.16% | Apr 30, 2004 | BFGFX vs BFTHX |
Often Compared With BFGFX
What investors most often compare with BFGFX, 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.