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Morningstar

Segall Bryant & Hamill Glb All Cp Inst WIMVX

Morningstar Medalist Rating
Medalist Rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 10.42  /  −0.48 %
  • Total Assets 32.8 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 0.70%
  • Turnover 24%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

  • 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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIMVX

More WIMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.61 1.6 Mil
Technology

Visa Inc Class A

2.93 1.0 Mil
Financial Services

Sbh Cash

2.84 983,808
Cash and Equivalents

JPMorgan Chase & Co

2.81 973,258
Financial Services

Parker Hannifin Corp

2.61 902,047
Industrials

Marvell Technology Inc

2.50 866,083
Technology

Quanta Services Inc

2.49 863,056
Industrials

D'Ieteren Group

2.35 813,126
Consumer Cyclical

Alphabet Inc Class C

2.31 798,908
Communication Services

Novo Nordisk A/S Class B

2.28 789,359
Healthcare