Segall Bryant & Hamill All Cap Fund (SBHAX) 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 SBHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBHAX
SBHAX charges 0.87% annually. There are 227 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 | SBHAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | SBHAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SBHAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SBHAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SBHAX vs VIGAX |
Best Risk-Adjusted Alternatives to SBHAX
SBHAX has a PortfoliosLab risk / return rank of 45. There are 76 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | SBHAX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | SBHAX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | SBHAX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | SBHAX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | SBHAX vs FCGSX |
Top Performing SBHAX Alternatives (YTD)
SBHAX is at 12.34% YTD. There are 91 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | SBHAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | SBHAX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | SBHAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | SBHAX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | SBHAX vs CHASX |
Lowest Volatility Alternatives to SBHAX
SBHAX has 12.72% 1-year volatility. There are 22 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | SBHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | SBHAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | SBHAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SBHAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | SBHAX vs GQEPX |
Lowest Drawdown Alternatives to SBHAX
SBHAX has a 1-year max drawdown of -9.34%. There are 18 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 | SBHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SBHAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SBHAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SBHAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SBHAX vs DNVYX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 8 categories.
Often Compared With SBHAX
Investors most often compare SBHAX with JANEX, ADX, WTMVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SBHAX with Any Fund or Stock
Compare SBHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBHAX with funds that move differently
Segall Bryant & Hamill All Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBHAX.
Explore SBHAX Diversifiers