Kennedy Capital ESG SMID Cap Fund (KESGX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KESGX
KESGX charges 0.82% annually. There are 48 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | KESGX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | KESGX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | KESGX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | KESGX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | KESGX vs VEMPX |
Best Risk-Adjusted Alternatives to KESGX
KESGX has a PortfoliosLab risk / return rank of 56. There are 38 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | KESGX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | KESGX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | KESGX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | KESGX vs FZAMX | |
| Gotham Enhanced Return Fund | 81 | — | May 2013 | KESGX vs GENIX |
Top Performing KESGX Alternatives (YTD)
KESGX is at 21.98% YTD. There are 10 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.08% | — | Jan 2005 | KESGX vs PFSLX | |
| 13D Activist Fund | 31.93% | — | Dec 2011 | KESGX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.25% | — | Aug 2015 | KESGX vs FZFLX | |
| Hodges Fund | 28.60% | — | Oct 1992 | KESGX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | KESGX vs FZAMX |
Lowest Volatility Alternatives to KESGX
KESGX has 17.87% 1-year volatility. There are 97 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | KESGX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | KESGX vs TLVAX | |
| Boston Trust Midcap Fund | 11.81% | — | — | KESGX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | KESGX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | Nov 2005 | KESGX vs RSINX |
Lowest Drawdown Alternatives to KESGX
KESGX has a 1-year max drawdown of -11.74%. There are 102 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | KESGX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | KESGX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | KESGX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | KESGX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | KESGX vs DNLDX |
Often Compared With KESGX
Investors most often compare KESGX with BIGTX, GABVX, ATGAX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Texas Fund | Mid Cap Blend Equities | 62 | 21.29% | — | Sep 2013 | KESGX vs BIGTX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 71 | 8.95% | — | Sep 1989 | KESGX vs GABVX | |
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | KESGX vs ATGAX | |
| Schwab U.S. Mid-Cap Index Fund | Mid Cap Blend Equities | 46 | 14.87% | 2.79B | Dec 2017 | KESGX vs SWMCX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 50 | 20.36% | — | Sep 1972 | KESGX vs STRGX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 40 | 13.25% | — | Dec 2019 | KESGX vs QCGDX | |
| Fidelity Advisor Mid Cap II Fund Class I | Mid Cap Blend Equities | 81 | 25.12% | — | Aug 2004 | KESGX vs FIIMX | |
| Tarkio Fund | Mid Cap Blend Equities | 56 | 20.36% | — | Jun 2011 | KESGX vs TARKX | |
| BlackRock Advantage SMID Cap Fund, Inc. | Mid Cap Blend Equities | 77 | 23.29% | — | May 1978 | KESGX vs MASPX | |
| Fidelity Advisor Mid Cap II Fund Class A | Mid Cap Blend Equities | 80 | 24.94% | — | Aug 2004 | KESGX vs FIIAX |
Compare KESGX with Any Fund or Stock
Compare KESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KESGX with funds that move differently
Kennedy Capital ESG SMID Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KESGX.
Explore KESGX Diversifiers