Segall Bryant & Hamill Quality High Yield Fund (WTLTX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WTLTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WTLTX
WTLTX charges 0.85% annually. There are 98 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | WTLTX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | WTLTX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | WTLTX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | WTLTX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | WTLTX vs CRDOX |
Best Risk-Adjusted Alternatives to WTLTX
WTLTX has a PortfoliosLab risk / return rank of 88. There are 41 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | WTLTX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | WTLTX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 99 | — | Sep 2010 | WTLTX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | WTLTX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | WTLTX vs PSHNX |
Top Performing WTLTX Alternatives (YTD)
WTLTX is at 1.15% YTD. There are 123 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | WTLTX vs XILSX | |
| Fairholme Focused Income Fund | 7.76% | — | Dec 2009 | WTLTX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.39% | — | Nov 1977 | WTLTX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.77% | — | Oct 2018 | WTLTX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.64% | — | Jul 1995 | WTLTX vs FAHCX |
Lowest Volatility Alternatives to WTLTX
WTLTX has 1.97% 1-year volatility. There are 8 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | WTLTX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | WTLTX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | WTLTX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | WTLTX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | WTLTX vs OSTIX |
Lowest Drawdown Alternatives to WTLTX
WTLTX has a 1-year max drawdown of -1.76%. There are 26 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | WTLTX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | WTLTX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | WTLTX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | WTLTX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | WTLTX vs SCFIX |
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.
Often Compared With WTLTX
Investors most often compare WTLTX with WTMVX, PRCPX, CPMPX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WTLTX with Any Fund or Stock
Compare WTLTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WTLTX with funds that move differently
Segall Bryant & Hamill Quality High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTLTX.
Explore WTLTX Diversifiers