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Segall Bryant & Hamill Glb All Cp Inst WIMVX

Medalist Rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 11.05  /  +0.64 %
  • Total Assets 34.5 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.71%
  • Turnover 24%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis WIMVX

Will WIMVX outperform in future?

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

Segall Bryant& Hamill Glb All Cp Inst’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings WIMVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.70 1.5 Mil
Technology

Visa Inc Class A

3.09 991,934
Financial Services

JPMorgan Chase & Co

2.64 847,215
Financial Services

Constellation Software Inc

2.45 785,033
Technology

Apple Inc

2.38 763,232
Technology

Parker Hannifin Corp

2.35 753,884
Industrials

Alphabet Inc Class C

2.32 744,025
Communication Services

ServiceNow Inc

2.31 740,907
Technology

D'Ieteren Group

2.31 740,843
Consumer Cyclical

Marvell Technology Inc

2.31 740,638
Technology