Baron Focused Growth Fund Institutional Shares (BFGIX) 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 BFGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFGIX
BFGIX charges 1.05% annually. There are 104 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 | BFGIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BFGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BFGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BFGIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BFGIX vs VMFGX |
Best Risk-Adjusted Alternatives to BFGIX
BFGIX has a PortfoliosLab risk / return rank of 34. There are 26 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 | BFGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | BFGIX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BFGIX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | BFGIX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | BFGIX vs POAGX |
Top Performing BFGIX Alternatives (YTD)
BFGIX is at 6.43% YTD. There are 101 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 | BFGIX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | BFGIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | BFGIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | BFGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | BFGIX vs POAGX |
Lowest Volatility Alternatives to BFGIX
BFGIX has 22.41% 1-year volatility. There are 138 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 | BFGIX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | BFGIX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BFGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | BFGIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | BFGIX vs VLIFX |
Lowest Drawdown Alternatives to BFGIX
BFGIX has a 1-year max drawdown of -11.23%. There are 37 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 | BFGIX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | BFGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BFGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BFGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BFGIX vs SECUX |
Other Mutual Funds from Baron Capital
The 1 most viewed Baron Capital mutual funds shown here include BREFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Real Estate Fund Retail Shares | REIT | 9 | 3.55% | — | Dec 2009 | BFGIX vs BREFX |
Often Compared With BFGIX
Investors most often compare BFGIX with BPTRX, BPTIX, BFGFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BFGIX with Any Fund or Stock
Compare BFGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFGIX with funds that move differently
Baron Focused Growth Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFGIX.
Explore BFGIX Diversifiers