William Blair Growth Fund (BGFIX) 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 BGFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGFIX
BGFIX charges 0.89% annually. There are 241 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 | BGFIX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BGFIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BGFIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGFIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BGFIX vs VRGWX |
Best Risk-Adjusted Alternatives to BGFIX
BGFIX has a PortfoliosLab risk / return rank of 9. There are 309 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | BGFIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BGFIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BGFIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BGFIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BGFIX vs FDSSX |
Top Performing BGFIX Alternatives (YTD)
BGFIX is at 3.39% YTD. There are 220 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | BGFIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BGFIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BGFIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BGFIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BGFIX vs VPMCX |
Lowest Volatility Alternatives to BGFIX
BGFIX has 18.53% 1-year volatility. There are 288 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | BGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BGFIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BGFIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BGFIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BGFIX vs GQEPX |
Lowest Drawdown Alternatives to BGFIX
BGFIX has a 1-year max drawdown of -19.83%. There are 382 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BGFIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BGFIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BGFIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BGFIX vs DNVYX |
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 | 6 | 0.27% | — | Dec 1999 | BGFIX vs LCGFX | |
| William Blair Small-Mid Cap Core Fund | Small Cap Blend Equities | 27 | 12.33% | — | Oct 2019 | BGFIX vs WBCIX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 26 | 9.62% | — | Dec 2003 | BGFIX vs WSMDX | |
| William Blair Small Cap Growth Fund | Small Cap Growth Equities | 46 | 16.77% | — | Dec 1999 | BGFIX vs WBSIX | |
| William Blair Emerging Markets Small Cap Growth Fu... | Emerging Markets Equities | 29 | 7.72% | — | Oct 2011 | BGFIX vs BESIX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 9 | 5.19% | — | Oct 2005 | BGFIX vs WISIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 9 | 3.28% | — | Mar 1946 | BGFIX vs WBGSX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 30 | 10.73% | — | Sep 1992 | BGFIX vs WBIGX | |
| William Blair Global Leaders Fund | Global Equities | 20 | 4.53% | — | Oct 2007 | BGFIX vs WGFIX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 37 | 12.60% | — | Aug 2012 | BGFIX vs WILIX |
Often Compared With BGFIX
Investors most often compare BGFIX with FCGSX, POGRX, FTQGX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BGFIX with Any Fund or Stock
Compare BGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGFIX with funds that move differently
William Blair Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGFIX.
Explore BGFIX Diversifiers