Morningstar

Segall Bryant & Hamill Global All Cap Fund Institutional Class WIMVX

Morningstar Medalist Rating
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Medalist Rating as of See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return $13.35  /  +0.60 %
  • Fund Size $34.7M
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis WIMVX

Will WIMVX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIMVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Segall Bryant & Hamill Glb All Cp Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WIMVX

More WIMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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