Segall Bryant & Hamill Municipal Opportunities Fund (WITAX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WITAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WITAX
WITAX charges 0.50% annually. There are 151 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | WITAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WITAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | WITAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | WITAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | WITAX vs FSMUX |
Best Risk-Adjusted Alternatives to WITAX
WITAX has a PortfoliosLab risk / return rank of 89. There are 54 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | WITAX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | WITAX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | WITAX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | WITAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | WITAX vs TFCYX |
Top Performing WITAX Alternatives (YTD)
WITAX is at 1.88% YTD. There are 211 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.06% | — | Apr 1998 | WITAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.21% | — | Nov 2002 | WITAX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.32% | — | Oct 1992 | WITAX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.66% | — | Nov 2001 | WITAX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.62% | — | Feb 1998 | WITAX vs MUC |
Lowest Volatility Alternatives to WITAX
WITAX has 1.82% 1-year volatility. There are 79 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | WITAX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | WITAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | WITAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | WITAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | WITAX vs USMTX |
Lowest Drawdown Alternatives to WITAX
WITAX has a 1-year max drawdown of -2.02%. There are 78 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | WITAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | WITAX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | WITAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | WITAX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | WITAX vs DFABX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 9 categories.
Often Compared With WITAX
Investors most often compare WITAX with APUSX, NPV, FXIEX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | WITAX vs APUSX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.33% | — | Mar 1993 | WITAX vs NPV | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 88 | 2.22% | — | Jun 2012 | WITAX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 29 | 5.45% | — | Jul 1992 | WITAX vs MQY | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | WITAX vs FGNSX | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | WITAX vs DNYMX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 70 | 6.57% | — | Mar 1998 | WITAX vs MUJ | |
| Segall Bryant & Hamill Global All Cap Fund | Global Equities | 32 | 13.73% | — | May 1988 | WITAX vs WTMVX |
Compare WITAX with Any Fund or Stock
Compare WITAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WITAX with funds that move differently
Segall Bryant & Hamill Municipal Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WITAX.
Explore WITAX Diversifiers