Trillium ESG Small/Mid Cap Fund (TSMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TSMDX
TSMDX charges 1.36% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among TSMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | TSMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | TSMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | TSMDX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | TSMDX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | TSMDX vs VEMPX |
Best Risk-Adjusted Alternatives to TSMDX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | TSMDX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | TSMDX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | TSMDX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | TSMDX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | TSMDX vs BIGTX |
Top Performing TSMDX Alternatives (YTD)
TSMDX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | TSMDX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | TSMDX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | TSMDX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | TSMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | TSMDX vs FTSIX |
Lowest Volatility Alternatives to TSMDX
TSMDX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | TSMDX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | TSMDX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | TSMDX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | TSMDX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | TSMDX vs GABVX |
Lowest Drawdown Alternatives to TSMDX
TSMDX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | TSMDX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | TSMDX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | TSMDX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | TSMDX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | TSMDX vs KMVAX |
Other Mutual Funds from Trillium Mutual Funds
Most popular Trillium Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Trillium ESG Global Equity Fund | Global Equities | 2 | -7.91% | Sep 29, 1999 | TSMDX vs PORTX |
Often Compared With TSMDX
What investors most often compare with TSMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TSMDX vs SPY | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | TSMDX vs VFIAX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | TSMDX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | TSMDX vs GTSGX |
Compare TSMDX with Any Fund or Stock
Compare TSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.