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Segall Bryant & Hamill Qua Hi Yld Inst WILTX

Quantitative rating as of
NAV / 1-Day Return
8.01  /  0.25 %
Total Assets
67.2 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
250,000
Status
Open
TTM Yield
4.36%
Effective Duration
4.29 years

Morningstar’s Analysis WILTX

Will WILTX outperform in future?

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

Summary

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Segall Bryant & Hamill Qua Hi Yld Inst's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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