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 349 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 | WBGSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | WBGSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | WBGSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | WBGSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | WBGSX vs VIGAX |
Best Risk-Adjusted Alternatives to WBGSX
WBGSX has a PortfoliosLab risk / return rank of 15. There are 284 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | WBGSX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | WBGSX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | WBGSX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | WBGSX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | WBGSX vs FOCPX |
Top Performing WBGSX Alternatives (YTD)
WBGSX is at 5.97% YTD. There are 213 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | WBGSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | WBGSX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | WBGSX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | WBGSX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | WBGSX vs POGRX |
Lowest Volatility Alternatives to WBGSX
WBGSX has 17.71% 1-year volatility. There are 300 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | WBGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | WBGSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | WBGSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | WBGSX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | WBGSX vs GQEPX |
Lowest Drawdown Alternatives to WBGSX
WBGSX has a 1-year max drawdown of -19.70%. There are 377 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | WBGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | WBGSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | WBGSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | WBGSX vs MRFOX | |
| 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.
Often Compared With WBGSX
Investors most often compare WBGSX with VOO, SCHD, SCHX. These 19 comparison targets span 11 categories, 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.
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.
Explore WBGSX Diversifiers