SBHAX Alternatives & Similar Mutual Funds

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 230 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	SBHAX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	SBHAX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	SBHAX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	SBHAX vs VRGWX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	SBHAX vs VIGAX

Best Risk-Adjusted Alternatives to SBHAX

SBHAX has a PortfoliosLab risk / return rank of 41. There are 49 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	SBHAX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	SBHAX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	SBHAX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	SBHAX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	SBHAX vs FDSSX

Top Performing SBHAX Alternatives (YTD)

SBHAX is at 11.42% YTD. There are 46 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	SBHAX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	SBHAX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	SBHAX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	SBHAX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	SBHAX vs VPMCX

Lowest Volatility Alternatives to SBHAX

SBHAX has 12.94% 1-year volatility. There are 17 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	SBHAX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	SBHAX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	SBHAX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	SBHAX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	SBHAX vs GQEPX

Lowest Drawdown Alternatives to SBHAX

SBHAX has a 1-year max drawdown of -9.34%. There are 17 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	SBHAX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	SBHAX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	SBHAX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	SBHAX vs MRFOX
DNVYX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	72	9.73%	—	May 2011	SBHAX vs SBSIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	43	15.88%	—	Dec 2013	SBHAX vs WISGX
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund	Municipal Bonds	88	0.77%	—	May 1991	SBHAX vs WTCOX
WTIBX	Segall Bryant & Hamill Plus Bond Fund	Intermediate Core-Plus Bond	24	-0.17%	—	Jun 1988	SBHAX vs WTIBX
WTLTX	Segall Bryant & Hamill Quality High Yield Fund	High Yield Bonds	90	1.16%	—	Jun 1988	SBHAX vs WTLTX
SBASX	Segall Bryant & Hamill Small Cap Core Fund	Small Cap Growth Equities	49	19.05%	—	Dec 2019	SBHAX vs SBASX
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	73	19.96%	—	Jul 2013	SBHAX vs SBHVX
WITAX	Segall Bryant & Hamill Municipal Opportunities Fun...	Municipal Bonds	77	0.53%	—	Dec 2016	SBHAX vs WITAX
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Equities	54	16.68%	—	Jun 2011	SBHAX vs SBEMX
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	31	13.22%	—	May 1988	SBHAX vs WTMVX

Often Compared With SBHAX

Investors most often compare SBHAX with JANEX, ADX, FCGSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JANEX	Janus Henderson Enterprise Fund Class D	Mid Cap Growth Equities	22	7.83%	—	Sep 1992	SBHAX vs JANEX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	SBHAX vs ADX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	SBHAX vs FCGSX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	1.37%	—	Mar 2022	SBHAX vs ACIHX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	SBHAX vs VTMGX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	56	17.06%	—	Jul 1958	SBHAX vs AMRGX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	45	4.50%	—	Dec 1986	SBHAX vs PROVX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	SBHAX vs RYGRX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	12	-0.33%	—	Oct 2002	SBHAX vs TILIX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	76	18.16%	—	Dec 1984	SBHAX vs FOCPX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	57	8.52%	—	Jun 2012	SBHAX vs TVRIX
ONERX	One Rock Fund	Large Cap Growth Equities	—	—	—	Mar 2020	SBHAX vs ONERX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	SBHAX vs BPTRX
FSSKX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	79	14.53%	—	May 2008	SBHAX vs FSSKX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	5	-1.30%	—	Jan 1991	SBHAX vs BLUEX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	SBHAX vs CTCAX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	76	18.25%	—	May 2008	SBHAX vs FOCKX
TLGAX	Timothy Plan Large/Mid Cap Growth Fund	Large Cap Growth Equities	24	12.61%	—	Oct 2000	SBHAX vs TLGAX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	61	15.92%	—	Jun 2019	SBHAX vs FGKFX
POGRX	PRIMECAP Odyssey Growth Fund	Large Cap Blend Equities	89	22.85%	—	Nov 2004	SBHAX vs POGRX

Compare SBHAX with Any Fund or Stock

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

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Diversifiers

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

Segall Bryant & Hamill All Cap Fund (SBHAX) Alternatives