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 a closer substitute for your current allocation.
Cheapest Alternatives to SSMGX
SSMGX charges 1.50% annually. There are 153 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 | SSMGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SSMGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SSMGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SSMGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | SSMGX vs VMGMX |
Best Risk-Adjusted Alternatives to SSMGX
SSMGX has a PortfoliosLab risk / return rank of 57. There are 9 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | SSMGX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | SSMGX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | SSMGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | SSMGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | SSMGX vs POAGX |
Top Performing SSMGX Alternatives (YTD)
SSMGX is at 18.84% YTD. There are 17 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | SSMGX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | SSMGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | SSMGX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | SSMGX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | SSMGX vs CTIGX |
Lowest Volatility Alternatives to SSMGX
SSMGX has 18.14% 1-year volatility. There are 99 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | SSMGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | SSMGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | SSMGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | SSMGX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | SSMGX vs SGFFX |
Lowest Drawdown Alternatives to SSMGX
SSMGX has a 1-year max drawdown of -10.05%. There are 18 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 | SSMGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | SSMGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SSMGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SSMGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | SSMGX vs SECUX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SIBAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 70 | 7.37% | — | Dec 2003 | SSMGX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 64 | 16.85% | — | Mar 2015 | SSMGX vs SSCDX | |
| SIT Balanced Fund | Diversified Portfolio | 46 | 5.37% | — | Dec 1993 | SSMGX vs SIBAX | |
| SIT U.S. Government Securities Fund | Government Bonds | 27 | 0.31% | — | Jun 1987 | SSMGX vs SNGVX | |
| Sit Quality Income Fund | Ultrashort Bond | 46 | 0.43% | — | Dec 2012 | SSMGX vs SQIFX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 37 | 7.36% | — | Sep 1982 | SSMGX vs SNIGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 31 | 12.60% | — | Oct 1991 | SSMGX vs SNGRX | |
| Sit Global Dividend Growth Fund | Global Equities | 52 | 10.76% | — | Sep 2008 | SSMGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 35 | 14.14% | — | Sep 1982 | SSMGX vs NBNGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 91 | 30.38% | — | Jun 1994 | SSMGX vs SDMGX |
Often Compared With SSMGX
Investors most often compare SSMGX with SSAIX, IESGX, MEFAX. These 20 comparison targets span 4 categories, 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.
Pair SSMGX with funds that move differently
SIT Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSMGX.
Explore SSMGX Diversifiers