Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) Alternatives
Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) 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 FGSIX. 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 FGSIX
FGSIX charges 0.85% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among FGSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | FGSIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | FGSIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | FGSIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FGSIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FGSIX vs VMGMX |
Best Risk-Adjusted Alternatives to FGSIX
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 | FGSIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | FGSIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | FGSIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | FGSIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | FGSIX vs BFGIX |
Top Performing FGSIX Alternatives (YTD)
FGSIX 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 | FGSIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | FGSIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | FGSIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | FGSIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | FGSIX vs NEEGX |
Lowest Volatility Alternatives to FGSIX
FGSIX 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% | — | FGSIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | FGSIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | FGSIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | FGSIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | FGSIX vs VSNGX |
Lowest Drawdown Alternatives to FGSIX
FGSIX 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 | FGSIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | FGSIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | FGSIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | FGSIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | FGSIX vs VLEQX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With FGSIX
What investors most often compare with FGSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS Blended Research International Equity Fund | Foreign Large Cap Equities | 90 | -0.81% | Sep 15, 2015 | FGSIX vs BRXIX | |
| Vanguard Strategic Equity Fund | Mid Cap Blend Equities | 64 | -1.09% | Aug 14, 1995 | FGSIX vs VSEQX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | FGSIX vs VKSIX | |
| Needham Aggressive Growth Fund | Small Cap Growth Equities | 90 | 7.27% | Sep 4, 2001 | FGSIX vs NEAGX | |
| MFS Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.66% | Dec 1, 1993 | FGSIX vs OTCAX | |
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | FGSIX vs XMMO | |
| iShares Morningstar Mid-Cap Growth ETF | Mid Cap Growth Equities | 35 | -1.19% | Jun 28, 2004 | FGSIX vs IMCG | |
| Vanguard Mid-Cap Growth ETF | Mid Cap Growth Equities | 21 | -7.62% | Aug 17, 2006 | FGSIX vs VOT | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | FGSIX vs IMIDX |
Compare FGSIX with Any Fund or Stock
Compare FGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.