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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 11.36  /  −0.44 %
  • Total Assets 35.0 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 0.69%
  • Turnover 24%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.94 1.7 Mil
Technology

JPMorgan Chase & Co

2.87 982,781
Financial Services

Alphabet Inc Class C

2.81 962,405
Communication Services

Visa Inc Class A

2.78 952,766
Financial Services

Apple Inc

2.54 871,756
Technology

ServiceNow Inc

2.49 854,324
Technology

Marvell Technology Inc

2.49 854,108
Technology

Quanta Services Inc

2.46 844,087
Industrials

Constellation Software Inc

2.39 818,218
Technology

Novo Nordisk A/S Class B

2.28 782,915
Healthcare