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 139 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% | 5.10B | Dec 2017 | BBLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | BBLIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | BBLIX vs VIGAX |
Best Risk-Adjusted Alternatives to BBLIX
BBLIX has a PortfoliosLab risk / return rank of 33. There are 174 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | BBLIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BBLIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BBLIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | BBLIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BBLIX vs POGRX |
Top Performing BBLIX Alternatives (YTD)
BBLIX is at 1.58% YTD. There are 382 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | BBLIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | BBLIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | BBLIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | BBLIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | BBLIX vs FOKFX |
Lowest Volatility Alternatives to BBLIX
BBLIX has 7.86% 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 9.27%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 9.27% | — | Aug 2014 | BBLIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | BBLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | BBLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | BBLIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 9.98% | — | Jan 1991 | BBLIX vs BLUEX |
Lowest Drawdown Alternatives to BBLIX
BBLIX has a 1-year max drawdown of -3.63%. There is 1 mutual fund in the Large Cap Growth Equities category with a shallower 1-year drawdown, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BBLIX vs EFCNX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BBLIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BBLIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BBLIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BBLIX vs MRFOX |
Other Mutual Funds from BBH
The 6 most viewed BBH mutual funds shown here include BBBIX, BBBMX, BBNIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BBH Limited Duration Fund | Ultrashort Bond | 97 | 1.45% | — | Jul 2000 | BBLIX vs BBBIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 96 | 1.32% | — | Jul 2000 | BBLIX vs BBBMX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 26 | 0.60% | — | Jun 2018 | BBLIX vs BBNIX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 74 | 1.26% | — | Mar 2014 | BBLIX vs BBIIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 17 | 10.42% | — | Oct 2002 | BBLIX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 4 | 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 2 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