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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | BGFIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGFIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | BGFIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BGFIX vs TILIX |
Best Risk-Adjusted Alternatives to BGFIX
BGFIX has a PortfoliosLab risk / return rank of 25. There are 261 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | BGFIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BGFIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BGFIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BGFIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | BGFIX vs FOCPX |
Top Performing BGFIX Alternatives (YTD)
BGFIX is at 10.81% YTD. There are 152 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | BGFIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | BGFIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | BGFIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | BGFIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | BGFIX vs FOCKX |
Lowest Volatility Alternatives to BGFIX
BGFIX has 16.78% 1-year volatility. There are 313 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | BGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | BGFIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | BGFIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | BGFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | BGFIX vs AWYIX |
Lowest Drawdown Alternatives to BGFIX
BGFIX has a 1-year max drawdown of -19.83%. There are 385 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BGFIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BGFIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BGFIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BGFIX vs AQEIX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 8 categories.
Often Compared With BGFIX
Investors most often compare BGFIX with FCGSX, BLUEX, FTQGX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 91 | 23.84% | — | Nov 2013 | BGFIX vs FCGSX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -5.31% | — | Jan 1991 | BGFIX vs BLUEX | |
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 78 | 24.73% | — | Nov 1996 | BGFIX vs FTQGX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 76 | 11.62% | — | Jun 2012 | BGFIX vs TVRIX | |
| Chase Growth Fund | Large Cap Growth Equities | 90 | 25.95% | — | Dec 1997 | BGFIX vs CHASX |
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