Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Segall Bryant & Hamill Mutual Funds
View all of Segall Bryant & Hamill’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Segall Bryant & Hamill Funds List
Share Class Type
1 to 25 of 28 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill ColoradoTaxFrInst | WICOX | Muni Single State Interm | — | 0.48% | 2 | 0.500% | Average | Institutional | $250,000 | |
| Segall Bryant & Hamill Small Cap Cre Ret | SBHCX | Small Growth | 5.68% | 25 | 1.140% | Average | No Load | $2,500 | ||
| Segall Bryant &Hamill Small Cap Cre Ins | SBASX | Small Growth | 6.75% | 25 | 0.990% | Above Average | Institutional | $250,000 | ||
| Barrett Growth Retail | BGRWX | Large Growth | 13.09% | 20 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill ColoradoTaxFr Ret | WTCOX | Muni Single State Interm | — | 0.34% | 5 | 0.650% | Above Average | No Load | $2,500 | |
| Segall Bryant & Hamill Em Mkts Instl | SBEMX | Diversified Emerging Mkts | 11.30% | 2 | 1.230% | High | Institutional | $250,000 | ||
| Segall Bryant & Hamill Em Mkts Retl | SBHEX | Diversified Emerging Mkts | 12.29% | 2 | 1.380% | High | No Load | $2,500 | ||
| Segall Bryant & Hamill Mun Opps Instl | WITAX | Muni National Interm | — | 0.17% | 42 | 0.500% | Average | Institutional | $250,000 | |
| Segall Bryant & Hamill Plus Bond Instl | WIIBX | Intermediate Core-Plus Bond | −0.98% | 44 | 0.400% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Plus Bond Ret | WTIBX | Intermediate Core-Plus Bond | −1.23% | 46 | 0.550% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Qua Hi Yld Inst | WILTX | High Yield Bond | 1.29% | 76 | 0.700% | Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Qua Hi Yld Retail | WTLTX | High Yield Bond | 1.22% | 79 | 0.850% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Small Cap GrInstl | WISGX | Small Growth | 2.50% | 80 | 0.890% | Below Average | Institutional | $250,000 | ||
| Barrett Opportunity Retail | SAOPX | Large Blend | 10.50% | 43 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill All Cap Instl | SBHAX | Large Growth | 9.35% | 68 | 0.840% | Above Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill All Cap Ret | SBRAX | Large Growth | 7.95% | 74 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Glb All Cp Inst | WIMVX | Global Large-Stock Blend | 7.88% | 20 | 0.740% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Glb All Cp Retail | WTMVX | Global Large-Stock Blend | 9.61% | 30 | 0.890% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Mun Opps Ret | WTTAX | Muni National Interm | — | 0.22% | 37 | 0.650% | Above Average | No Load | $2,500 | |
| Segall Bryant & Hamill Short Trm Pls Ins | SBAPX | Short-Term Bond | 1.34% | 28 | 0.400% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Short Trm Pls Ret | SBHPX | Short-Term Bond | 1.41% | 23 | 0.490% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Sm Cp Val Ins | SBHVX | Small Blend | 3.54% | 60 | 0.990% | Above Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Small Cap Gr Ret | WTSGX | Small Growth | 2.46% | 76 | 1.040% | Below Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Intl Sm Cp Ins | SBSIX | Foreign Small/Mid Value | 5.61% | 50 | 1.100% | Above Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Intl Sm Cp Ret | SBHSX | Foreign Small/Mid Value | 5.52% | 52 | 1.250% | Average | No Load | $2,500 |
Segall Bryant & Hamill Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank