Bright Rock Mid Cap Growth Fund (BQMGX) Alternatives
Bright Rock Mid Cap Growth Fund (BQMGX) 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 BQMGX. 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 BQMGX
BQMGX charges 1.07% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BQMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BQMGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BQMGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BQMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BQMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BQMGX vs VMGMX |
Best Risk-Adjusted Alternatives to BQMGX
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 | 92 | Oct 5, 2000 | BQMGX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | BQMGX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | BQMGX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | BQMGX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | BQMGX vs BFGFX |
Top Performing BQMGX Alternatives (YTD)
BQMGX 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 | 52.24% | May 4, 2007 | BQMGX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | BQMGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | BQMGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | BQMGX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | BQMGX vs NEEGX |
Lowest Volatility Alternatives to BQMGX
BQMGX 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... | 13.84% | — | BQMGX vs RIPIX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | BQMGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | BQMGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | BQMGX vs VSNGX | |
| FAM Value Fund | 17.91% | Jan 2, 1987 | BQMGX vs FAMVX |
Lowest Drawdown Alternatives to BQMGX
BQMGX 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 | -11.12% | Jun 12, 1987 | BQMGX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BQMGX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BQMGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BQMGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BQMGX vs VLEQX |
Other Mutual Funds from Bright Rock
Most popular Bright Rock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | Large Cap Blend Equities | 19 | -2.93% | May 26, 2010 | BQMGX vs BQLCX |
Often Compared With BQMGX
What investors most often compare with BQMGX, based on PortfoliosLab usage data.
Compare BQMGX with Any Fund or Stock
Compare BQMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.