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Segall Bryant & Hamill Plus Bond Instl WIIBX

Quantitative rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 9.36  /  0.74 %
  • Total Assets 706.3 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 3.37%
  • Effective Duration 5.81 years

Morningstar’s Analysis WIIBX

Will WIIBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Segall Bryant & Hamill Plus Bond Instl's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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