MassMutual Mid Cap Growth Fund (MEFAX) 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 MEFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEFAX
MEFAX charges 1.20% annually. There are 133 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 | MEFAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | MEFAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | MEFAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | MEFAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | MEFAX vs VMFGX |
Best Risk-Adjusted Alternatives to MEFAX
MEFAX has a PortfoliosLab risk / return rank of 9. There are 77 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | MEFAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | MEFAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | MEFAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | MEFAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | MEFAX vs POAGX |
Top Performing MEFAX Alternatives (YTD)
MEFAX is at 5.92% YTD. There are 106 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | MEFAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | MEFAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | MEFAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | MEFAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | MEFAX vs POAGX |
Lowest Volatility Alternatives to MEFAX
MEFAX has 15.22% 1-year volatility. There are 27 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | MEFAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | MEFAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | MEFAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | MEFAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | MEFAX vs VLIFX |
Lowest Drawdown Alternatives to MEFAX
MEFAX has a 1-year max drawdown of -10.45%. There are 27 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 | MEFAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | MEFAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | MEFAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | MEFAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | MEFAX vs SECUX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MDDAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | MEFAX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 62 | 11.10% | — | Feb 1998 | MEFAX vs MIEYX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 84 | 14.06% | — | Oct 2004 | MEFAX vs MDDAX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 33 | 0.59% | — | Sep 1994 | MEFAX vs MCBDX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 89 | 1.00% | — | Sep 1994 | MEFAX vs MSTDX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 86 | 2.93% | — | May 1999 | MEFAX vs MDVAX | |
| MassMutual Global Fund | Global Equities | 16 | 7.99% | — | Dec 2004 | MEFAX vs MGFAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 8 | -0.05% | — | May 2001 | MEFAX vs MBCSX | |
| MassMutual High Yield Fund | High Yield Bonds | 80 | 2.61% | — | Sep 2000 | MEFAX vs DLHYX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 11 | 3.86% | — | Apr 2001 | MEFAX vs MOSAX |
Often Compared With MEFAX
Investors most often compare MEFAX with VMCPX, FXAIX, VFAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MEFAX with Any Fund or Stock
Compare MEFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEFAX with funds that move differently
MassMutual Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEFAX.
Explore MEFAX Diversifiers