Baird Mid Cap Growth Fund (BMDSX) 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 BMDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BMDSX
BMDSX 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 | BMDSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BMDSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BMDSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BMDSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BMDSX vs VMFGX |
Best Risk-Adjusted Alternatives to BMDSX
BMDSX has a PortfoliosLab risk / return rank of 3. There are 137 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | BMDSX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | BMDSX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BMDSX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | BMDSX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | BMDSX vs POAGX |
Top Performing BMDSX Alternatives (YTD)
BMDSX is at 8.05% YTD. There are 85 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 | BMDSX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | BMDSX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | BMDSX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | BMDSX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 24.28% | — | Jul 2019 | BMDSX vs CTIGX |
Lowest Volatility Alternatives to BMDSX
BMDSX has 15.54% 1-year volatility. There are 29 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 | BMDSX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | BMDSX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BMDSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | BMDSX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | BMDSX vs VLIFX |
Lowest Drawdown Alternatives to BMDSX
BMDSX has a 1-year max drawdown of -14.54%. There are 91 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 | BMDSX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | BMDSX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BMDSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BMDSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BMDSX vs SECUX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.00% | — | Sep 2000 | BMDSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 21 | 0.14% | — | Sep 2000 | BMDSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 29 | -0.02% | — | Sep 2000 | BMDSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.16% | — | Sep 2000 | BMDSX vs BCOSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.95% | — | Aug 2004 | BMDSX vs BSBIX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 89 | 1.66% | — | Nov 2019 | BMDSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.01% | — | Sep 2000 | BMDSX vs BAGSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 33 | 0.10% | — | Sep 2000 | BMDSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.81% | — | Dec 2013 | BMDSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 99 | 1.59% | — | Dec 2013 | BMDSX vs BUBIX |
Often Compared With BMDSX
Investors most often compare BMDSX with MXXIX, ^GSPC, BFGIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BMDSX with Any Fund or Stock
Compare BMDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BMDSX with funds that move differently
Baird Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BMDSX.
Explore BMDSX Diversifiers