Segall Bryant&Hamill Workplace Eq Ret's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 6.62 / 0.76 %
- Total Assets 23.0 Mil
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 49%
Morningstar’s Analysis WEQRX
Will WEQRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.