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 236 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% | 4.90B | Dec 2017 | BGFIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGFIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BGFIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BGFIX vs VIGAX |
Best Risk-Adjusted Alternatives to BGFIX
BGFIX has a PortfoliosLab risk / return rank of 15. There are 282 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BGFIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BGFIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BGFIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BGFIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BGFIX vs FOCPX |
Top Performing BGFIX Alternatives (YTD)
BGFIX is at 6.04% YTD. There are 207 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BGFIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BGFIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BGFIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BGFIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BGFIX vs POGRX |
Lowest Volatility Alternatives to BGFIX
BGFIX has 17.71% 1-year volatility. There are 300 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | BGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BGFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BGFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BGFIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BGFIX vs GQEPX |
Lowest Drawdown Alternatives to BGFIX
BGFIX has a 1-year max drawdown of -19.83%. There are 378 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 | 8 | 0.13% | — | Dec 1999 | BGFIX vs LCGFX | |
| William Blair Small-Mid Cap Core Fund | Small Cap Blend Equities | 28 | 13.42% | — | Oct 2019 | BGFIX vs WBCIX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 33 | 14.00% | — | Dec 2003 | BGFIX vs WSMDX | |
| William Blair Small Cap Growth Fund | Small Cap Growth Equities | 42 | 19.52% | — | Dec 1999 | BGFIX vs WBSIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 15 | 5.97% | — | Mar 1946 | BGFIX vs WBGSX | |
| William Blair Emerging Markets Small Cap Growth Fu... | Emerging Markets Diversified | 69 | 24.53% | — | Oct 2011 | BGFIX vs BESIX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 16 | 13.02% | — | Oct 2005 | BGFIX vs WISIX | |
| William Blair Global Leaders Fund | Global Equities | 30 | 9.97% | — | Oct 2007 | BGFIX vs WGFIX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 41 | 18.51% | — | Sep 1992 | BGFIX vs WBIGX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 43 | 18.80% | — | Aug 2012 | BGFIX vs WILIX |
Often Compared With BGFIX
Investors most often compare BGFIX with FCGSX, BLUEX, FOKFX. These 9 comparison targets span 2 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 | 89 | 22.34% | — | Nov 2013 | BGFIX vs FCGSX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | BGFIX vs BLUEX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 83 | 25.05% | — | Jun 2019 | BGFIX vs FOKFX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 20 | 3.15% | — | Oct 2002 | BGFIX vs TILIX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | BGFIX vs TVRIX | |
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.58% | — | Dec 1997 | BGFIX vs CHASX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | BGFIX vs CTCAX | |
| Chase Growth Fund Institutional Class | Large Cap Growth Equities | 89 | 26.58% | — | Jan 2007 | BGFIX vs CHAIX | |
| ICON Equity Fund | Large Cap Growth Equities | 85 | 30.88% | — | Oct 2002 | BGFIX vs IOLZX |
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