Baird Mid Cap Growth Fund (BMDSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BMDSX
BMDSX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BMDSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BMDSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BMDSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BMDSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BMDSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BMDSX vs VMGMX |
Best Risk-Adjusted Alternatives to BMDSX
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 | BMDSX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BMDSX vs NEEGX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | BMDSX vs BFGFX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BMDSX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BMDSX vs CTIGX |
Top Performing BMDSX Alternatives (YTD)
BMDSX 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 | BMDSX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | BMDSX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BMDSX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BMDSX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BMDSX vs NEEGX |
Lowest Volatility Alternatives to BMDSX
BMDSX 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% | — | BMDSX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BMDSX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BMDSX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | BMDSX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BMDSX vs VSNGX |
Lowest Drawdown Alternatives to BMDSX
BMDSX 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 | BMDSX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BMDSX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BMDSX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BMDSX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BMDSX vs VLEQX |
Other Mutual Funds from Baird
Most popular Baird mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund Class I | Total Bond Market | 52 | -0.06% | Sep 29, 2000 | BMDSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.16% | Sep 29, 2000 | BMDSX vs BCOIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 79 | -0.34% | Sep 29, 2000 | BMDSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.40% | Sep 29, 2000 | BMDSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 82 | 0.05% | Nov 14, 2019 | BMDSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 55 | -0.31% | Sep 29, 2000 | BMDSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 98 | 0.27% | Aug 31, 2004 | BMDSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.70% | Dec 31, 2013 | BMDSX vs BUBSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 84 | -0.32% | Sep 29, 2000 | BMDSX vs BIMSX | |
| Baird Municipal Bond Fund | Municipal Bonds | 55 | -0.64% | Nov 14, 2019 | BMDSX vs BMQSX |
Often Compared With BMDSX
What investors most often compare with BMDSX, 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.