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 233 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SBHAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | SBHAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | SBHAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SBHAX vs TILIX |
Best Risk-Adjusted Alternatives to SBHAX
SBHAX has a PortfoliosLab risk / return rank of 42. There are 128 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | SBHAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | SBHAX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | SBHAX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | SBHAX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | SBHAX vs POGRX |
Top Performing SBHAX Alternatives (YTD)
SBHAX is at 11.48% YTD. There are 131 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | SBHAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | SBHAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | SBHAX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | SBHAX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | SBHAX vs FOKFX |
Lowest Volatility Alternatives to SBHAX
SBHAX has 12.13% 1-year volatility. There are 19 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | SBHAX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | SBHAX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | SBHAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | SBHAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | SBHAX vs AWYIX |
Lowest Drawdown Alternatives to SBHAX
SBHAX has a 1-year max drawdown of -9.34%. There are 19 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 | SBHAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SBHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SBHAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | SBHAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SBHAX vs AQEIX |
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, FCGSX, ADX. These 18 comparison targets span 4 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