William Blair Growth Fund (WBGSX) Alternatives
William Blair Growth Fund (WBGSX) 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 WBGSX. 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 WBGSX
WBGSX charges 1.20% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among WBGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | WBGSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | WBGSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | WBGSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | WBGSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | WBGSX vs VIGAX |
Best Risk-Adjusted Alternatives to WBGSX
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 | WBGSX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | WBGSX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | WBGSX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | WBGSX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | WBGSX vs VTMGX |
Top Performing WBGSX Alternatives (YTD)
WBGSX 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 | WBGSX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | WBGSX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | WBGSX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | WBGSX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | WBGSX vs AMRGX |
Lowest Volatility Alternatives to WBGSX
WBGSX 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 | WBGSX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | WBGSX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | WBGSX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | WBGSX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | WBGSX vs PROVX |
Lowest Drawdown Alternatives to WBGSX
WBGSX 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 | WBGSX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | WBGSX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | WBGSX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | WBGSX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | WBGSX vs BBLIX |
Other Mutual Funds from William Blair
Most popular William Blair mutual funds on PortfoliosLab, across asset classes.
Often Compared With WBGSX
What investors most often compare with WBGSX, based on PortfoliosLab usage data.
Compare WBGSX with Any Fund or Stock
Compare WBGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.