William Blair Emerging Markets Small Cap Growth Fund (BESIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BESIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BESIX
BESIX charges 1.30% annually. There are 131 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | BESIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BESIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | BESIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | BESIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | BESIX vs EMPTX |
Best Risk-Adjusted Alternatives to BESIX
BESIX has a PortfoliosLab risk / return rank of 69. There are 136 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | BESIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | BESIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | BESIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | BESIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | BESIX vs LVAZX |
Top Performing BESIX Alternatives (YTD)
BESIX is at 24.53% YTD. There are 113 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | BESIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | BESIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | BESIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | BESIX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | BESIX vs GLLSX |
Lowest Volatility Alternatives to BESIX
BESIX has 19.05% 1-year volatility. There are 71 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | BESIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | BESIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | BESIX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | BESIX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | BESIX vs COBYX |
Lowest Drawdown Alternatives to BESIX
BESIX has a 1-year max drawdown of -11.45%. There are 32 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | BESIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | BESIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | BESIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BESIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | BESIX vs GQGPX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund | Large Cap Growth Equities | 8 | 0.13% | — | Dec 1999 | BESIX vs LCGFX | |
| William Blair Small-Mid Cap Core Fund | Small Cap Blend Equities | 28 | 13.42% | — | Oct 2019 | BESIX vs WBCIX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 33 | 14.00% | — | Dec 2003 | BESIX vs WSMDX | |
| William Blair Small Cap Growth Fund | Small Cap Growth Equities | 42 | 19.52% | — | Dec 1999 | BESIX vs WBSIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 15 | 5.97% | — | Mar 1946 | BESIX vs WBGSX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 16 | 13.02% | — | Oct 2005 | BESIX vs WISIX | |
| William Blair Global Leaders Fund | Global Equities | 30 | 9.97% | — | Oct 2007 | BESIX vs WGFIX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 41 | 18.51% | — | Sep 1992 | BESIX vs WBIGX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 43 | 18.80% | — | Aug 2012 | BESIX vs WILIX | |
| William Blair Emerging Markets Leaders Fund | Emerging Markets Diversified | 59 | 21.74% | — | Mar 2008 | BESIX vs WBELX |
Often Compared With BESIX
Investors most often compare BESIX with WAESX, WEDIX, WBIIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BESIX with Any Fund or Stock
Compare BESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BESIX with funds that move differently
William Blair Emerging Markets Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BESIX.
Explore BESIX Diversifiers