SBASX Alternatives & Similar Mutual Funds

Segall Bryant & Hamill Small Cap Core Fund (SBASX) belongs to the Small 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 SBASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SBASX

SBASX charges 0.99% annually. There are 56 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	SBASX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	SBASX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	SBASX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	SBASX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	SBASX vs VISGX

Best Risk-Adjusted Alternatives to SBASX

SBASX has a PortfoliosLab risk / return rank of 50. There are 69 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	SBASX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	SBASX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	SBASX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	SBASX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	SBASX vs OBMCX

Top Performing SBASX Alternatives (YTD)

SBASX is at 20.74% YTD. There are 68 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	SBASX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	SBASX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	SBASX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	SBASX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	SBASX vs OBMCX

Lowest Volatility Alternatives to SBASX

SBASX has 18.26% 1-year volatility. There are 31 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	SBASX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	SBASX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	SBASX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	SBASX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	SBASX vs NBGIX

Lowest Drawdown Alternatives to SBASX

SBASX has a 1-year max drawdown of -11.44%. There are 37 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	SBASX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	SBASX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	SBASX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	SBASX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	SBASX vs RFIMX

Other Mutual Funds from Segall Bryant & Hamill

The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	46	4.36%	—	May 2011	SBASX vs SBSIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	54	23.19%	—	Dec 2013	SBASX vs WISGX
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund	Municipal Bonds	85	1.44%	—	May 1991	SBASX vs WTCOX
WTIBX	Segall Bryant & Hamill Plus Bond Fund	Intermediate Core-Plus Bond	23	0.42%	—	Jun 1988	SBASX vs WTIBX
WTLTX	Segall Bryant & Hamill Quality High Yield Fund	High Yield Bonds	87	1.27%	—	Jun 1988	SBASX vs WTLTX
SBHAX	Segall Bryant & Hamill All Cap Fund	Large Cap Growth Equities	42	11.42%	—	Jul 2013	SBASX vs SBHAX
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	72	23.03%	—	Jul 2013	SBASX vs SBHVX
SBAPX	Segall Bryant & Hamill Short Term Plus Fund	Short-Term Bond	—	—	—	Dec 2018	SBASX vs SBAPX
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Diversified	89	31.84%	—	Jun 2011	SBASX vs SBEMX
WITAX	Segall Bryant & Hamill Municipal Opportunities Fun...	Municipal Bonds	84	1.74%	—	Dec 2016	SBASX vs WITAX

Often Compared With SBASX

Investors most often compare SBASX with WTMVX, CTSIX, PNSAX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	33	13.47%	—	May 1988	SBASX vs WTMVX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	SBASX vs CTSIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	SBASX vs PNSAX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	SBASX vs SSCPX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	SBASX vs DMCRX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	SBASX vs VLEOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	SBASX vs KSOAX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	SBASX vs HRSMX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	SBASX vs JATTX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	SBASX vs JGMNX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	SBASX vs KSCOX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	SBASX vs PXQSX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	SBASX vs HSPGX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	SBASX vs JANIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	SBASX vs FGROX

Compare SBASX with Any Fund or Stock

Compare SBASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SBASX with funds that move differently

Segall Bryant & Hamill Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBASX.

Explore SBASX Diversifiers

Segall Bryant & Hamill Small Cap Core Fund (SBASX) Alternatives