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 | |
| 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% | 34.80B | Sep 2011 | BQMGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BQMGX vs VMFGX |
Best Risk-Adjusted Alternatives to BQMGX
BQMGX has a PortfoliosLab risk / return rank of 2. There are 138 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | BQMGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | BQMGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | BQMGX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | BQMGX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | BQMGX vs USMIX |
Top Performing BQMGX Alternatives (YTD)
BQMGX is at 1.02% YTD. There are 128 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | BQMGX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | BQMGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | BQMGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | BQMGX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | BQMGX vs WWNPX |
Lowest Volatility Alternatives to BQMGX
BQMGX has 12.41% 1-year volatility. There is 1 mutual fund in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | BQMGX vs BBMIX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | BQMGX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | BQMGX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | BQMGX vs PMEGX | |
| Value Line Mid Cap Focused Fund | 13.69% | — | Mar 1950 | BQMGX vs VLIFX |
Lowest Drawdown Alternatives to BQMGX
BQMGX has a 1-year max drawdown of -11.62%. There are 37 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | BQMGX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BQMGX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BQMGX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BQMGX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | BQMGX vs FAMVX |
Other Mutual Funds from Bright Rock
The 1 most viewed Bright Rock mutual funds shown here include BQLCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bright Rock Quality Large Cap Fund | Quality Factor, Large Cap Blend Equities | 28 | 4.70% | — | May 2010 | BQMGX vs BQLCX |
Often Compared With BQMGX
Investors most often compare BQMGX with OEGYX, VINIX, NCTWX. These 20 comparison targets span 3 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