Baron Focused Growth Fund R6 Shares (BFGUX) 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 BFGUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFGUX
BFGUX 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 | BFGUX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BFGUX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BFGUX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | BFGUX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BFGUX vs VMFGX |
Best Risk-Adjusted Alternatives to BFGUX
BFGUX has a PortfoliosLab risk / return rank of 19. There are 38 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 82.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 82 | 32.70B | Aug 1995 | BFGUX vs VHCOX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | BFGUX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 76 | — | Oct 2000 | BFGUX vs TAAGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 74 | — | Nov 2004 | BFGUX vs POAGX | |
| Needham Growth Fund Institutional Class | 73 | — | Dec 2016 | BFGUX vs NEEIX |
Top Performing BFGUX Alternatives (YTD)
BFGUX is at 0.13% YTD. There are 132 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.22% | — | Dec 2016 | BFGUX vs NEEIX | |
| Needham Growth Fund | 37.92% | — | Jan 1996 | BFGUX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.10% | — | May 2007 | BFGUX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 26.34% | — | Oct 2000 | BFGUX vs TAAGX | |
| Kinetics Paradigm Fund | 21.90% | — | Dec 1999 | BFGUX vs WWNPX |
Lowest Volatility Alternatives to BFGUX
BFGUX has 23.06% 1-year volatility. There are 140 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.22% | — | May 2021 | BFGUX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.37% | — | May 2010 | BFGUX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.57% | — | Dec 1996 | BFGUX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.43% | — | Mar 1950 | BFGUX vs VLIFX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.60% | — | Jul 1997 | BFGUX vs MXMGX |
Lowest Drawdown Alternatives to BFGUX
BFGUX has a 1-year max drawdown of -16.48%. There are 119 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 | BFGUX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BFGUX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.37% | — | May 2021 | BFGUX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BFGUX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | BFGUX vs FAMVX |
Other Mutual Funds from Baron Capital
The 2 most viewed Baron Capital mutual funds shown here include BFGIX, BREFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 19 | 0.13% | — | May 2009 | BFGUX vs BFGIX | |
| Baron Real Estate Fund Retail Shares | REIT | 10 | 4.34% | — | Dec 2009 | BFGUX vs BREFX |
Compare BFGUX with Any Fund or Stock
Compare BFGUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFGUX with funds that move differently
Baron Focused Growth Fund R6 Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFGUX.
Explore BFGUX Diversifiers