BBH Select Series - Large Cap Fund (BBLIX) belongs to the Large 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 BBLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBLIX
BBLIX charges 0.70% annually. There are 135 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BBLIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BBLIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BBLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BBLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BBLIX vs TILIX |
Best Risk-Adjusted Alternatives to BBLIX
BBLIX has a PortfoliosLab risk / return rank of 44. There are 87 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BBLIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BBLIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BBLIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BBLIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BBLIX vs FOCPX |
Top Performing BBLIX Alternatives (YTD)
BBLIX is at 1.58% YTD. There are 334 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BBLIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BBLIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BBLIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BBLIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BBLIX vs POGRX |
Lowest Volatility Alternatives to BBLIX
BBLIX has 7.42% 1-year volatility. No mutual funds in the Large Cap Growth Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BBLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BBLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BBLIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BBLIX vs GQEPX | |
| AMG Veritas Global Real Return Fund | 10.46% | — | Jan 1991 | BBLIX vs BLUEX |
Lowest Drawdown Alternatives to BBLIX
BBLIX has a 1-year max drawdown of -3.63%. No mutual funds in the Large Cap Growth Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -4.80%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BBLIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BBLIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BBLIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BBLIX vs DNVYX | |
| Timothy Plan Large/Mid Cap Growth Fund | -8.08% | — | Oct 2000 | BBLIX vs TLGAX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBBIX, BBBMX, BBIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Limited Duration Fund | Ultrashort Bond | 97 | 1.26% | — | Jul 2000 | BBLIX vs BBBIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 97 | 1.23% | — | Jul 2000 | BBLIX vs BBBMX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 72 | 1.16% | — | Mar 2014 | BBLIX vs BBIIX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 22 | 0.26% | — | Jun 2018 | BBLIX vs BBNIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 22 | 10.81% | — | Oct 2002 | BBLIX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 3 | 2.86% | — | May 2021 | BBLIX vs BBMIX |
Often Compared With BBLIX
Investors most often compare BBLIX with BCAT, ACFOX, ONGAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BBLIX with Any Fund or Stock
Compare BBLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBLIX with funds that move differently
BBH Select Series - Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBLIX.
Explore BBLIX Diversifiers