WBGSX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to WBGSX

WBGSX charges 1.20% annually. There are 351 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	WBGSX vs VIGIX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	WBGSX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	WBGSX vs SWLGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	WBGSX vs VRGWX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	WBGSX vs VIGAX

Best Risk-Adjusted Alternatives to WBGSX

WBGSX has a PortfoliosLab risk / return rank of 9. There are 290 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	WBGSX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	WBGSX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	WBGSX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	WBGSX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	WBGSX vs FDSSX

Top Performing WBGSX Alternatives (YTD)

WBGSX is at 3.28% YTD. There are 222 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	WBGSX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	WBGSX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	WBGSX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	WBGSX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	WBGSX vs VPMCX

Lowest Volatility Alternatives to WBGSX

WBGSX has 18.53% 1-year volatility. There are 287 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	WBGSX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	WBGSX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	WBGSX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	WBGSX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	WBGSX vs GQEPX

Lowest Drawdown Alternatives to WBGSX

WBGSX has a 1-year max drawdown of -19.70%. There are 380 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	WBGSX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	WBGSX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	WBGSX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	WBGSX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	WBGSX vs DNVYX

Other Mutual Funds from William Blair

The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	6	0.27%	—	Dec 1999	WBGSX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	27	12.33%	—	Oct 2019	WBGSX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	26	9.62%	—	Dec 2003	WBGSX vs WSMDX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	46	16.77%	—	Dec 1999	WBGSX vs WBSIX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Equities	29	7.72%	—	Oct 2011	WBGSX vs BESIX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	9	5.19%	—	Oct 2005	WBGSX vs WISIX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	30	10.73%	—	Sep 1992	WBGSX vs WBIGX
WGFIX	William Blair Global Leaders Fund	Global Equities	20	4.53%	—	Oct 2007	WBGSX vs WGFIX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	37	12.60%	—	Aug 2012	WBGSX vs WILIX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Equities	31	8.89%	—	Mar 2008	WBGSX vs WBELX

Often Compared With WBGSX

Investors most often compare WBGSX with SLCGX, SCHD, SCHX. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	9	-1.83%	—	Sep 1994	WBGSX vs SLCGX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	WBGSX vs SCHD
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	64	10.00%	71.82B	Nov 2009	WBGSX vs SCHX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	WBGSX vs VOO
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	67	10.58%	43.26B	Nov 2009	WBGSX vs SCHB
SPMO	Invesco S&P 500 Momentum ETF	Momentum, S&P 500	46	21.07%	21.05B	Oct 2015	WBGSX vs SPMO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	WBGSX vs VFIAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	WBGSX vs VTI
SSHFX	Sound Shore Fund	Large Cap Value Equities	65	7.10%	—	May 1985	WBGSX vs SSHFX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	29	10.79%	—	Jul 2002	WBGSX vs WBIIX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	30	4.99%	59.97B	Dec 2009	WBGSX vs SCHG
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	77	14.79%	67.17B	Nov 2009	WBGSX vs SCHF
WBEIX	William Blair Emerging Markets Growth Fund	Emerging Markets Equities	45	18.40%	—	Jun 2005	WBGSX vs WBEIX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	90	3.49%	—	May 2021	WBGSX vs WEDIX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	WBGSX vs FCGSX
DTLGX	Wilshire Large Company Growth Portfolio	Large Cap Growth Equities	15	2.54%	—	Sep 1992	WBGSX vs DTLGX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	77	31.50%	—	Jul 2022	WBGSX vs WXCIX
FELCX	Fidelity Advisor Semiconductors Fund Class C	Technology Equities	80	47.33%	—	Dec 2000	WBGSX vs FELCX
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	28	10.91%	—	May 2019	WBGSX vs BIGIX

Compare WBGSX with Any Fund or Stock

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

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Diversifiers

Pair WBGSX with funds that move differently

William Blair Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBGSX.

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William Blair Growth Fund (WBGSX) Alternatives