WBSIX Alternatives & Similar Mutual Funds

William Blair Small Cap Growth Fund (WBSIX) belongs to the Small 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 WBSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WBSIX

WBSIX charges 1.25% annually. There are 119 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	WBSIX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	WBSIX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	WBSIX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	WBSIX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	WBSIX vs VISGX

Best Risk-Adjusted Alternatives to WBSIX

WBSIX has a PortfoliosLab risk / return rank of 35. There are 84 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	94	—	Dec 2016	WBSIX vs NESIX
NESGX	Needham Small Cap Growth Fund	94	—	May 2002	WBSIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	WBSIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	92	—	Sep 2001	WBSIX vs NEAGX
HRSMX	Hood River Small-Cap Growth Fund	89	—	Jan 2003	WBSIX vs HRSMX

Top Performing WBSIX Alternatives (YTD)

WBSIX is at 14.56% YTD. There are 80 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.22%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	75.22%	—	Dec 2016	WBSIX vs NESIX
NESGX	Needham Small Cap Growth Fund	74.77%	—	May 2002	WBSIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	54.77%	—	Dec 2016	WBSIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	54.53%	—	Sep 2001	WBSIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	41.55%	—	Dec 1995	WBSIX vs OBMCX

Lowest Volatility Alternatives to WBSIX

WBSIX has 19.99% 1-year volatility. There are 76 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 6.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
UMBHX	Carillon Scout Small Cap Fund	6.22%	—	Nov 1986	WBSIX vs UMBHX
EMCAX	Empiric 2500 Fund	14.17%	—	Nov 1995	WBSIX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.16%	—	Jul 2011	WBSIX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	WBSIX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.07%	—	Sep 1988	WBSIX vs NBGNX

Lowest Drawdown Alternatives to WBSIX

WBSIX has a 1-year max drawdown of -12.75%. There are 62 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	WBSIX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	WBSIX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	WBSIX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	WBSIX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	WBSIX vs RFIMX

Other Mutual Funds from William Blair

The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	16	6.47%	—	Dec 1999	WBSIX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	20	10.77%	—	Oct 2019	WBSIX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	29	11.78%	—	Dec 2003	WBSIX vs WSMDX
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	24	10.75%	—	Mar 1946	WBSIX vs WBGSX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	71	22.79%	—	Oct 2011	WBSIX vs BESIX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	14	12.94%	—	Oct 2005	WBSIX vs WISIX
WGFIX	William Blair Global Leaders Fund	Global Equities	27	8.91%	—	Oct 2007	WBSIX vs WGFIX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	35	16.45%	—	Aug 2012	WBSIX vs WILIX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	28	14.85%	—	Sep 1992	WBSIX vs WBIGX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Diversified	48	17.26%	—	Mar 2008	WBSIX vs WBELX

Often Compared With WBSIX

Investors most often compare WBSIX with AVFIX, IGSB, FBGRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	61	20.35%	—	Dec 1998	WBSIX vs AVFIX
IGSB	iShares Short-Term Corporate Bond ETF	Corporate Bonds	75	0.77%	22.04B	Jan 2007	WBSIX vs IGSB
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	17.66%	—	Dec 1987	WBSIX vs FBGRX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	17.17%	—	Dec 2001	WBSIX vs KSOAX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	29	14.90%	—	Jul 2002	WBSIX vs WBIIX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	2	1.48%	—	Jun 2009	WBSIX vs NWKDX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	17.29%	—	Mar 2000	WBSIX vs KSCOX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.87%	—	Jun 2006	WBSIX vs PXQSX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	82	24.23%	—	Oct 2008	WBSIX vs FGROX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	92	4.01%	—	May 2021	WBSIX vs WEDIX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	81	25.20%	—	Nov 2013	WBSIX vs DMCRX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	31	17.21%	—	Oct 1998	WBSIX vs NBMIX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	72	31.81%	—	Mar 2011	WBSIX vs CTSIX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	2	0.97%	—	Sep 1997	WBSIX vs ETMGX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	13	4.92%	—	Jun 1993	WBSIX vs VLEOX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	26	17.19%	—	Dec 1997	WBSIX vs PNSAX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	44	19.85%	—	Sep 1994	WBSIX vs SSCPX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-5.61%	—	May 1987	WBSIX vs NCLEX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.37%	—	Feb 2005	WBSIX vs JANIX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	36	11.33%	—	Feb 2005	WBSIX vs JATTX

Compare WBSIX with Any Fund or Stock

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

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Diversifiers

Pair WBSIX with funds that move differently

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

Explore WBSIX Diversifiers

William Blair Small Cap Growth Fund (WBSIX) Alternatives