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 89 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% | 97.00B | 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 31. There are 159 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | WTMVX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | WTMVX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | WTMVX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | WTMVX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | WTMVX vs PGVFX |
Top Performing WTMVX Alternatives (YTD)
WTMVX is at 13.22% YTD. There are 49 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | WTMVX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | WTMVX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | WTMVX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | WTMVX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | WTMVX vs EPSYX |
Lowest Volatility Alternatives to WTMVX
WTMVX has 14.62% 1-year volatility. There are 138 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | WTMVX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | WTMVX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | WTMVX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | WTMVX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | WTMVX vs SVTAX |
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 -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | WTMVX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | WTMVX vs MBXAX | |
| 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 |
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 OBEGX, SGSCX, MFWIX. These 20 comparison targets span 4 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