SIT Small Cap Growth Fund (SSMGX) Alternatives
SIT Small Cap Growth Fund (SSMGX) 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 SSMGX. 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 SSMGX
SSMGX charges 1.50% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among SSMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | SSMGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | SSMGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | SSMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SSMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SSMGX vs VMGMX |
Best Risk-Adjusted Alternatives to SSMGX
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 | SSMGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | SSMGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | SSMGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | SSMGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | SSMGX vs BFGIX |
Top Performing SSMGX Alternatives (YTD)
SSMGX 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 | SSMGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | SSMGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | SSMGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | SSMGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | SSMGX vs NEEGX |
Lowest Volatility Alternatives to SSMGX
SSMGX 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% | — | SSMGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | SSMGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | SSMGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | SSMGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | SSMGX vs VSNGX |
Lowest Drawdown Alternatives to SSMGX
SSMGX 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 | SSMGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | SSMGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | SSMGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | SSMGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | SSMGX vs VLEQX |
Other Mutual Funds from Sit
Most popular Sit mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 54 | -5.14% | Dec 31, 2003 | SSMGX vs SDVGX | |
| SIT Balanced Fund | Diversified Portfolio | 42 | -7.32% | Dec 30, 1993 | SSMGX vs SIBAX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 26 | -11.47% | Sep 2, 1982 | SSMGX vs SNIGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | SSMGX vs SSCDX | |
| Sit Quality Income Fund | Ultrashort Bond | 91 | 0.05% | Dec 31, 2012 | SSMGX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 67 | -0.04% | Jun 1, 1987 | SSMGX vs SNGVX | |
| Sit Global Dividend Growth Fund | Global Equities | 38 | -5.53% | Sep 29, 2008 | SSMGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 30 | -6.31% | Sep 2, 1982 | SSMGX vs NBNGX | |
| Sit ESG Growth Fund | Global Equities | 40 | -8.07% | Jun 30, 2016 | SSMGX vs IESGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 86 | -3.39% | Jun 30, 1994 | SSMGX vs SDMGX |
Often Compared With SSMGX
What investors most often compare with SSMGX, based on PortfoliosLab usage data.
Compare SSMGX with Any Fund or Stock
Compare SSMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.