Baird Small/Mid Cap Growth Fund (BSGSX) 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 BSGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSGSX
BSGSX charges 1.10% annually. There are 117 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 | BSGSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BSGSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BSGSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BSGSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | BSGSX vs VMGMX |
Best Risk-Adjusted Alternatives to BSGSX
BSGSX has a PortfoliosLab risk / return rank of 5. There are 118 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | BSGSX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | BSGSX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | BSGSX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | BSGSX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | BSGSX vs POAGX |
Top Performing BSGSX Alternatives (YTD)
BSGSX is at 6.61% YTD. There are 87 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | BSGSX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | BSGSX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | BSGSX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | BSGSX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | BSGSX vs CTIGX |
Lowest Volatility Alternatives to BSGSX
BSGSX has 16.93% 1-year volatility. There are 73 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | BSGSX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | BSGSX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | BSGSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | BSGSX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | BSGSX vs SGFFX |
Lowest Drawdown Alternatives to BSGSX
BSGSX has a 1-year max drawdown of -13.63%. There are 73 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 | BSGSX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | BSGSX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BSGSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BSGSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BSGSX vs SECUX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 30 | 0.44% | — | Sep 2000 | BSGSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 26 | 0.42% | — | Sep 2000 | BSGSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 29 | -0.06% | — | Sep 2000 | BSGSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.41% | — | Sep 2000 | BSGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 85 | 1.49% | — | Nov 2019 | BSGSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 24 | 0.30% | — | Sep 2000 | BSGSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.83% | — | Aug 2004 | BSGSX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 33 | 0.18% | — | Sep 2000 | BSGSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.41% | — | Dec 2013 | BSGSX vs BUBSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.27% | — | Dec 2000 | BSGSX vs BMDSX |
Often Compared With BSGSX
Investors most often compare BSGSX with VBR, BARAX, TGFRX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BSGSX with Any Fund or Stock
Compare BSGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSGSX with funds that move differently
Baird Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSGSX.
Explore BSGSX Diversifiers