Trillium ESG Small/Mid Cap Fund (TSMDX) 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 TSMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSMDX
TSMDX charges 1.36% annually. There are 109 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 | TSMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | TSMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | TSMDX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | TSMDX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | TSMDX vs FSMAX |
Best Risk-Adjusted Alternatives to TSMDX
TSMDX has a PortfoliosLab risk / return rank of 28. There are 93 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 | TSMDX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | TSMDX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | TSMDX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | TSMDX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | TSMDX vs FZAMX |
Top Performing TSMDX Alternatives (YTD)
TSMDX is at 8.94% YTD. There are 108 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.67% | — | Jan 2005 | TSMDX vs PFSLX | |
| 13D Activist Fund | 31.49% | — | Dec 2011 | TSMDX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 28.35% | — | Aug 2015 | TSMDX vs FZFLX | |
| Hodges Fund | 26.39% | — | Oct 1992 | TSMDX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.49% | — | Aug 2013 | TSMDX vs FZAMX |
Lowest Volatility Alternatives to TSMDX
TSMDX has 15.33% 1-year volatility. There are 49 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.70% | — | Dec 2002 | TSMDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.74% | — | Jul 1999 | TSMDX vs TLVAX | |
| Boston Trust Midcap Fund | 11.79% | — | — | TSMDX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | TSMDX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | TSMDX vs RSINX |
Lowest Drawdown Alternatives to TSMDX
TSMDX has a 1-year max drawdown of -11.65%. There are 101 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 | TSMDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | TSMDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | TSMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | TSMDX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | TSMDX vs DNLDX |
Other Mutual Funds from Trillium Mutual Funds
The 1 most viewed Trillium Mutual Funds mutual funds shown here include PORTX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Trillium ESG Global Equity Fund | Global Equities | 3 | 7.75% | — | Sep 1999 | TSMDX vs PORTX |
Often Compared With TSMDX
Investors most often compare TSMDX with SPY, VFIAX, TARKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TSMDX with Any Fund or Stock
Compare TSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSMDX with funds that move differently
Trillium ESG Small/Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSMDX.
Explore TSMDX Diversifiers