Segall Bryant & Hamill Plus Bond Fund (WTIBX) Alternatives
Segall Bryant & Hamill Plus Bond Fund (WTIBX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WTIBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WTIBX
WTIBX charges 0.55% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among WTIBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | WTIBX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | WTIBX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | WTIBX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | WTIBX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | WTIBX vs BCOIX |
Best Risk-Adjusted Alternatives to WTIBX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | WTIBX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | WTIBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | WTIBX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | WTIBX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | WTIBX vs MDVAX |
Top Performing WTIBX Alternatives (YTD)
WTIBX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | WTIBX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | WTIBX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | WTIBX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | WTIBX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | WTIBX vs TGLMX |
Lowest Volatility Alternatives to WTIBX
WTIBX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | WTIBX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | WTIBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | WTIBX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | WTIBX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | WTIBX vs TGRNX |
Lowest Drawdown Alternatives to WTIBX
WTIBX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | WTIBX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | WTIBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | WTIBX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | WTIBX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | WTIBX vs MWIGX |
Other Mutual Funds from Segall Bryant & Hamill
Most popular Segall Bryant & Hamill mutual funds on PortfoliosLab, across asset classes.
Often Compared With WTIBX
What investors most often compare with WTIBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Tax-Exempt Bond ETF | Municipal Bonds | 54 | -0.23% | Aug 21, 2015 | WTIBX vs VTEB | |
| Vanguard Intermediate-Term Treasury ETF | Government Bonds | 64 | -0.03% | Nov 19, 2009 | WTIBX vs VGIT | |
| DoubleLine Total Return Bond Fund Class I | Total Bond Market | 63 | -0.20% | Apr 6, 2010 | WTIBX vs DBLTX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | WTIBX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | WTIBX vs BCPIX |
Compare WTIBX with Any Fund or Stock
Compare WTIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.