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 90 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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | WTMVX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | WTMVX vs UCEQX |
Best Risk-Adjusted Alternatives to WTMVX
WTMVX has a PortfoliosLab risk / return rank of 32. There are 147 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | WTMVX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | WTMVX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | WTMVX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | WTMVX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | WTMVX vs PGVFX |
Top Performing WTMVX Alternatives (YTD)
WTMVX is at 13.73% YTD. There are 57 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | WTMVX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | WTMVX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | WTMVX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | WTMVX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | WTMVX vs YFSNX |
Lowest Volatility Alternatives to WTMVX
WTMVX has 14.21% 1-year volatility. There are 129 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | WTMVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | WTMVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | WTMVX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | WTMVX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | WTMVX vs SGMAX |
Lowest Drawdown Alternatives to WTMVX
WTMVX has a 1-year max drawdown of -10.58%. There are 125 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | WTMVX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | WTMVX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | WTMVX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | WTMVX vs CSUAX |
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 WTMVX
Investors most often compare WTMVX with SBEMX, SGSCX, GQFPX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
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