WTIBX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to WTIBX

WTIBX charges 0.55% annually. There are 65 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	WTIBX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	WTIBX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	WTIBX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	WTIBX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	WTIBX vs BCOIX

Best Risk-Adjusted Alternatives to WTIBX

WTIBX has a PortfoliosLab risk / return rank of 27. There are 52 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	WTIBX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	95	—	Jul 2010	WTIBX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	94	—	Jul 2010	WTIBX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	WTIBX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	WTIBX vs GUGAX

Top Performing WTIBX Alternatives (YTD)

WTIBX is at 0.74% YTD. There are 36 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.04%	—	Jul 2015	WTIBX vs TNUIX
PGSIX	Putnam Mortgage Securities Fund	2.76%	—	Feb 1984	WTIBX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	WTIBX vs MDVAX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.33%	—	Sep 2007	WTIBX vs SEATX
HOBIX	Holbrook Income Fund Class I	2.22%	—	Jul 2016	WTIBX vs HOBIX

Lowest Volatility Alternatives to WTIBX

WTIBX has 3.79% 1-year volatility. There are 53 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.11%	—	Jun 2017	WTIBX vs AMFIX
ARINX	Archer Income Fund	1.80%	—	Mar 2011	WTIBX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.95%	—	Jul 2010	WTIBX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.01%	—	Jul 2010	WTIBX vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	WTIBX vs HOBIX

Lowest Drawdown Alternatives to WTIBX

WTIBX has a 1-year max drawdown of -2.97%. There are 66 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	WTIBX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	WTIBX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	WTIBX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	WTIBX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	WTIBX vs LCTIX

Other Mutual Funds from Segall Bryant & Hamill

The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	43	4.56%	—	May 2011	WTIBX vs SBSIX
WISGX	Segall Bryant & Hamill Small Cap Growth Fund	Small Cap Growth Equities	52	22.50%	—	Dec 2013	WTIBX vs WISGX
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund	Municipal Bonds	86	1.54%	—	May 1991	WTIBX vs WTCOX
WTLTX	Segall Bryant & Hamill Quality High Yield Fund	High Yield Bonds	88	1.27%	—	Jun 1988	WTIBX vs WTLTX
SBASX	Segall Bryant & Hamill Small Cap Core Fund	Small Cap Growth Equities	48	20.42%	—	Dec 2019	WTIBX vs SBASX
SBHAX	Segall Bryant & Hamill All Cap Fund	Large Cap Growth Equities	43	11.79%	—	Jul 2013	WTIBX vs SBHAX
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	71	23.23%	—	Jul 2013	WTIBX vs SBHVX
SBAPX	Segall Bryant & Hamill Short Term Plus Fund	Short-Term Bond	—	—	—	Dec 2018	WTIBX vs SBAPX
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Diversified	88	30.74%	—	Jun 2011	WTIBX vs SBEMX
WITAX	Segall Bryant & Hamill Municipal Opportunities Fun...	Municipal Bonds	85	1.84%	—	Dec 2016	WTIBX vs WITAX

Often Compared With WTIBX

Investors most often compare WTIBX with VTEB, VGIT, DBLTX. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTEB	Vanguard Tax-Exempt Bond ETF	Municipal Bonds	73	1.72%	47.60B	Aug 2015	WTIBX vs VTEB
VGIT	Vanguard Intermediate-Term Treasury ETF	Government Bonds	23	-0.51%	49.50B	Nov 2009	WTIBX vs VGIT
DBLTX	DoubleLine Total Return Bond Fund Class I	Total Bond Market	20	0.13%	—	Apr 2010	WTIBX vs DBLTX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	23	1.96%	—	Jan 2004	WTIBX vs AAIIX
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	32	13.73%	—	May 1988	WTIBX vs WTMVX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	37	1.38%	—	Jun 1993	WTIBX vs TGLMX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.28%	—	Dec 2007	WTIBX vs BCPIX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	34	0.20%	—	Jun 2018	WTIBX vs MWIGX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	41	0.95%	—	Dec 2006	WTIBX vs LMSMX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	35	0.68%	—	Nov 2018	WTIBX vs TGRNX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.00%	—	Apr 2021	WTIBX vs NPCT
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	WTIBX vs SMTRX

Compare WTIBX with Any Fund or Stock

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

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Pair WTIBX with funds that move differently

Segall Bryant & Hamill Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTIBX.

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Segall Bryant & Hamill Plus Bond Fund (WTIBX) Alternatives