Baron Focused Growth Fund Institutional Shares (BFGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BFGIX
BFGIX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BFGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BFGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BFGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BFGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BFGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BFGIX vs VMGMX |
Best Risk-Adjusted Alternatives to BFGIX
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 | BFGIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BFGIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BFGIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BFGIX vs CTIGX | |
| Baron Focused Growth Fund | 71 | Jun 30, 2008 | BFGIX vs BFGFX |
Top Performing BFGIX Alternatives (YTD)
BFGIX 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 | BFGIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BFGIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BFGIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BFGIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BFGIX vs NEEGX |
Lowest Volatility Alternatives to BFGIX
BFGIX 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% | — | BFGIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BFGIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BFGIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BFGIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BFGIX vs VSNGX |
Lowest Drawdown Alternatives to BFGIX
BFGIX 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 | BFGIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BFGIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BFGIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BFGIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BFGIX vs VLEQX |
Other Mutual Funds from Baron Capital
Most popular Baron Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Real Estate Fund Retail Shares | REIT | 9 | -7.87% | Dec 31, 2009 | BFGIX vs BREFX |
Often Compared With BFGIX
What investors most often compare with BFGIX, 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.