Segall Bryant & Hamill Global All Cap Fund (WTMVX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WTMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WTMVX
WTMVX charges 0.89% annually. There are 86 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | WTMVX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | WTMVX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | WTMVX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WTMVX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | WTMVX vs VMNVX |
Best Risk-Adjusted Alternatives to WTMVX
WTMVX has a PortfoliosLab risk / return rank of 28. There are 155 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | WTMVX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | WTMVX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | WTMVX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | WTMVX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | WTMVX vs JGYIX |
Top Performing WTMVX Alternatives (YTD)
WTMVX is at 12.37% YTD. There are 89 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | WTMVX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | WTMVX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | WTMVX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | WTMVX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | WTMVX vs PRGSX |
Lowest Volatility Alternatives to WTMVX
WTMVX has 13.24% 1-year volatility. There are 120 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | WTMVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | WTMVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | WTMVX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | WTMVX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | WTMVX vs SGMAX |
Lowest Drawdown Alternatives to WTMVX
WTMVX has a 1-year max drawdown of -10.58%. There are 123 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | WTMVX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | WTMVX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | WTMVX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | WTMVX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WTMVX vs LVAFX |
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 WTMVX
Investors most often compare WTMVX with SGSCX, CAEIX, FMIEX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | WTMVX vs SGSCX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | WTMVX vs CAEIX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | WTMVX vs FMIEX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | WTMVX vs GLOSX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | WTMVX vs ARTHX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | WTMVX vs MDGCX | |
| New Alternatives Fund | Global Equities | 64 | 19.18% | — | Sep 1982 | WTMVX vs NALFX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | WTMVX vs CIGEX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | WTMVX vs PGVFX |
Compare WTMVX with Any Fund or Stock
Compare WTMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WTMVX with funds that move differently
Segall Bryant & Hamill Global All Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTMVX.
Explore WTMVX Diversifiers