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 140 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BBLIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BBLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BBLIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BBLIX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | BBLIX vs VIGAX |
Best Risk-Adjusted Alternatives to BBLIX
BBLIX has a PortfoliosLab risk / return rank of 23. There are 133 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | BBLIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BBLIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BBLIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BBLIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | BBLIX vs FZAPX |
Top Performing BBLIX Alternatives (YTD)
BBLIX is at 1.58% YTD. There are 307 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | BBLIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | BBLIX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | BBLIX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | BBLIX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | BBLIX vs GTLLX |
Lowest Volatility Alternatives to BBLIX
BBLIX has 6.77% 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 9.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | BBLIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BBLIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BBLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | BBLIX vs GQEPX | |
| AMG Veritas Global Real Return Fund | 10.88% | — | 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 | |
| CIBC Atlas Equity Income Fund | -8.35% | — | Apr 2010 | BBLIX vs AWYIX |
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 | 98 | 2.04% | — | Jul 2000 | BBLIX vs BBBIX | |
| BBH Limited Duration Fund Class N | Ultrashort Bond | 98 | 1.99% | — | Jul 2000 | BBLIX vs BBBMX | |
| BBH Income Fund | Intermediate Core-Plus Bond | 20 | -0.21% | — | Jun 2018 | BBLIX vs BBNIX | |
| BBH Intermediate Municipal Bond Fund | Municipal Bonds | 64 | 0.32% | — | Mar 2014 | BBLIX vs BBIIX | |
| BBH Partner Fund - International Equity | Foreign Large Cap Equities | 29 | 8.86% | — | Oct 2002 | BBLIX vs BBHLX | |
| BBH Select Series - Mid Cap Fund | Mid Cap Growth Equities | 1 | 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