WISGX Alternatives & Similar Mutual Funds

Segall Bryant & Hamill Small Cap Growth Fund (WISGX) 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 WISGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WISGX

WISGX charges 0.87% annually. There are 32 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	WISGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	WISGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	WISGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	WISGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	WISGX vs VISGX

Best Risk-Adjusted Alternatives to WISGX

WISGX has a PortfoliosLab risk / return rank of 54. There are 58 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	WISGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	WISGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	WISGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	WISGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	WISGX vs OBMCX

Top Performing WISGX Alternatives (YTD)

WISGX is at 23.19% YTD. There are 59 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	WISGX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	WISGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	WISGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	WISGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	WISGX vs OBMCX

Lowest Volatility Alternatives to WISGX

WISGX has 21.18% 1-year volatility. There are 84 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	WISGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	WISGX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	WISGX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	WISGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	WISGX vs NBGIX

Lowest Drawdown Alternatives to WISGX

WISGX has a 1-year max drawdown of -11.66%. There are 40 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	WISGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	WISGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	WISGX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	WISGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	WISGX vs RFIMX

Other Mutual Funds from Segall Bryant & Hamill

The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WTCOX, WTIBX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	46	4.36%	—	May 2011	WISGX vs SBSIX
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund	Municipal Bonds	85	1.44%	—	May 1991	WISGX vs WTCOX
WTIBX	Segall Bryant & Hamill Plus Bond Fund	Intermediate Core-Plus Bond	23	0.42%	—	Jun 1988	WISGX vs WTIBX
WTLTX	Segall Bryant & Hamill Quality High Yield Fund	High Yield Bonds	87	1.27%	—	Jun 1988	WISGX vs WTLTX
SBASX	Segall Bryant & Hamill Small Cap Core Fund	Small Cap Growth Equities	50	20.74%	—	Dec 2019	WISGX vs SBASX
SBHAX	Segall Bryant & Hamill All Cap Fund	Large Cap Growth Equities	42	11.42%	—	Jul 2013	WISGX vs SBHAX
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	72	23.03%	—	Jul 2013	WISGX vs SBHVX
SBAPX	Segall Bryant & Hamill Short Term Plus Fund	Short-Term Bond	—	—	—	Dec 2018	WISGX vs SBAPX
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Diversified	89	31.84%	—	Jun 2011	WISGX vs SBEMX
WITAX	Segall Bryant & Hamill Municipal Opportunities Fun...	Municipal Bonds	84	1.74%	—	Dec 2016	WISGX vs WITAX

Often Compared With WISGX

Investors most often compare WISGX with CTSIX, WTMVX, DMCRX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	WISGX vs CTSIX
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	33	13.47%	—	May 1988	WISGX vs WTMVX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	WISGX vs DMCRX
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	66	22.90%	8.18B	Mar 2005	WISGX vs XMMO
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	WISGX vs VLEOX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	WISGX vs PNSAX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	WISGX vs SSCPX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	WISGX vs JGMNX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	WISGX vs HRSMX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	WISGX vs NCLEX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	WISGX vs PXQSX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	WISGX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	WISGX vs KSOAX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	WISGX vs JATTX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	WISGX vs JANIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	WISGX vs FGROX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	WISGX vs HSPGX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	4	5.60%	—	Sep 1997	WISGX vs ETMGX

Compare WISGX with Any Fund or Stock

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

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Diversifiers

Pair WISGX with funds that move differently

Segall Bryant & Hamill Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WISGX.

Explore WISGX Diversifiers

Segall Bryant & Hamill Small Cap Growth Fund (WISGX) Alternatives