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.
Segall Bryant & Hamill Global All Cap Fund Institutional Class WIMVX
- NAV / 1-Day Return 13.10 / +0.15 %
- Total Assets 37.3M
-
Adj. Expense Ratio
0.780%
- Expense Ratio 0.780%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.27%
- Turnover 22%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis WIMVX
Will WIMVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 4.57 | 2M | Communication Services |
NVIDIA Corp | 4.17 | 1M | Technology |
Microsoft Corp | 3.64 | 1M | Technology |
Monolithic Power Systems Inc | 3.42 | 1M | Technology |
Amazon.com Inc | 3.02 | 1M | Consumer Cyclical |
JPMorgan Chase & Co | 3.00 | 1M | Financial Services |
Suncor Energy Inc | 2.93 | 1M | Energy |
D'Ieteren Group | 2.91 | 1M | Consumer Cyclical |
ATI Inc | 2.65 | 945,041 | Industrials |
Quanta Services Inc | 2.64 | 941,734 | Industrials |
United States