Baird Small/Mid Cap Growth Fund (BSGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BSGSX
BSGSX charges 1.10% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BSGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BSGSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BSGSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BSGSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BSGSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BSGSX vs VMGMX |
Best Risk-Adjusted Alternatives to BSGSX
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 | BSGSX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BSGSX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BSGSX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BSGSX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BSGSX vs BFGIX |
Top Performing BSGSX Alternatives (YTD)
BSGSX 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 | BSGSX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BSGSX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BSGSX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BSGSX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BSGSX vs NEEGX |
Lowest Volatility Alternatives to BSGSX
BSGSX 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% | — | BSGSX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BSGSX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BSGSX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BSGSX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BSGSX vs VSNGX |
Lowest Drawdown Alternatives to BSGSX
BSGSX 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 | BSGSX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BSGSX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BSGSX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BSGSX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BSGSX 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 | 59 | -0.26% | Sep 29, 2000 | BSGSX vs BAGIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 65 | -0.36% | Sep 29, 2000 | BSGSX vs BCOIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 81 | -0.53% | Sep 29, 2000 | BSGSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 60 | -0.40% | Sep 29, 2000 | BSGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 82 | 0.05% | Nov 14, 2019 | BSGSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 55 | -0.31% | Sep 29, 2000 | BSGSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 98 | 0.27% | Aug 31, 2004 | BSGSX vs BSBIX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.70% | Dec 31, 2013 | BSGSX vs BUBSX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 84 | -0.32% | Sep 29, 2000 | BSGSX vs BIMSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | -5.21% | Dec 29, 2000 | BSGSX vs BMDSX |
Often Compared With BSGSX
What investors most often compare with BSGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | BSGSX vs VBR | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | BSGSX vs SMCWX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | BSGSX vs EEOFX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | BSGSX vs IMIDX |
Compare BSGSX with Any Fund or Stock
Compare BSGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.