Segall Bryant & Hamill All Cap Fund (SBHAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SBHAX
SBHAX charges 0.87% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among SBHAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | SBHAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | SBHAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | SBHAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | SBHAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SBHAX vs VIGAX |
Best Risk-Adjusted Alternatives to SBHAX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | SBHAX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | SBHAX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | SBHAX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | SBHAX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | SBHAX vs VTMGX |
Top Performing SBHAX Alternatives (YTD)
SBHAX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | SBHAX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | SBHAX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | SBHAX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | SBHAX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | SBHAX vs AMRGX |
Lowest Volatility Alternatives to SBHAX
SBHAX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | SBHAX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | SBHAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | SBHAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | SBHAX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | SBHAX vs PROVX |
Lowest Drawdown Alternatives to SBHAX
SBHAX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | SBHAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | SBHAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | SBHAX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | SBHAX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | SBHAX vs BBLIX |
Other Mutual Funds from Segall Bryant & Hamill
Most popular Segall Bryant & Hamill mutual funds on PortfoliosLab, across asset classes.
Often Compared With SBHAX
What investors most often compare with SBHAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | SBHAX vs JANEX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | SBHAX vs TILIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | SBHAX vs RYGRX | |
| Chase Growth Fund | Large Cap Growth Equities | 78 | -4.37% | Dec 2, 1997 | SBHAX vs CHASX |
Compare SBHAX with Any Fund or Stock
Compare SBHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.