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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | WISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | WISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | WISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WISGX vs VRTGX | |
| 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 38. There are 72 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | WISGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | WISGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | WISGX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | WISGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | WISGX vs OBMCX |
Top Performing WISGX Alternatives (YTD)
WISGX is at 16.57% YTD. There are 70 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | WISGX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | WISGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | WISGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | WISGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | WISGX vs OBMCX |
Lowest Volatility Alternatives to WISGX
WISGX has 20.33% 1-year volatility. There are 81 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | WISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | WISGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | WISGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | WISGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | WISGX vs ETEGX |
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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | WISGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WISGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WISGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WISGX vs EMCAX | |
| 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.
Often Compared With WISGX
Investors most often compare WISGX with CTSIX, DMCRX, XMMO. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WISGX with Any Fund or Stock
Compare WISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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