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 a closer substitute for your current allocation.
Cheapest Alternatives to BQMGX
BQMGX charges 1.07% annually. There are 113 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 | BQMGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BQMGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BQMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BQMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | BQMGX vs VMGMX |
Best Risk-Adjusted Alternatives to BQMGX
BQMGX has a PortfoliosLab risk / return rank of 2. There are 147 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | BQMGX vs VHCOX | |
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | BQMGX vs NEEIX | |
| Needham Growth Fund | 91 | — | Jan 1996 | BQMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | BQMGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | BQMGX vs POAGX |
Top Performing BQMGX Alternatives (YTD)
BQMGX is at -2.25% YTD. There are 149 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 52.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 52.41% | — | Dec 2016 | BQMGX vs NEEIX | |
| Needham Growth Fund | 52.15% | — | Jan 1996 | BQMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 33.14% | — | Oct 2000 | BQMGX vs TAAGX | |
| Essex Environmental Opportunities Fund | 28.61% | — | Sep 2017 | BQMGX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 26.75% | — | Jul 2019 | BQMGX vs CTIGX |
Lowest Volatility Alternatives to BQMGX
BQMGX has 12.20% 1-year volatility. There are 2 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.32% | — | May 2013 | BQMGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.64% | — | May 2021 | BQMGX vs BBMIX | |
| JPMorgan Mid Cap Equity Fund | 12.40% | — | Dec 1996 | BQMGX vs VSNGX | |
| Sparrow Growth Fund | 12.95% | — | Oct 1998 | BQMGX vs SGFFX | |
| Royce International Premier Fund Institutional Cla... | 13.10% | — | — | BQMGX vs RIPIX |
Lowest Drawdown Alternatives to BQMGX
BQMGX has a 1-year max drawdown of -11.62%. There are 49 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 | BQMGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | BQMGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BQMGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BQMGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BQMGX vs SECUX |
Other Mutual Funds from Bright Rock
The 1 most viewed Bright Rock mutual funds shown here include BQLCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | Large Cap Blend Equities | 28 | 3.58% | — | May 2010 | BQMGX vs BQLCX |
Often Compared With BQMGX
Investors most often compare BQMGX with OEGYX, VINIX, BBGSX. These 20 comparison targets span 2 categories, 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.
Pair BQMGX with funds that move differently
Bright Rock Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BQMGX.
Explore BQMGX Diversifiers