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.
- NAV / 1-Day Return 9.36 / 0.74 %
- Total Assets 706.3 Mil
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Adj. Expense Ratio
- 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
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