Morningstar

Segall Bryant & Hamill Small Cap Growth Fund Institutional Class WISGX

Morningstar Medalist Rating
Medalist Rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 28.36  /  −1.15 %
  • Total Assets 331.2M
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis WISGX

Will WISGX 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 WISGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WISGX 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 WISGX’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 Small Cap GrInstl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WISGX

More WISGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

StoneX Group Inc

2.88 9M
Financial Services

Sterling Infrastructure Inc

2.76 9M
Industrials

Materion Corp

2.72 9M
Basic Materials

Guardant Health Inc

2.56 8M
Healthcare

Rambus Inc

1.95 6M
Technology

Credo Technology Group Holding Ltd

1.90 6M
Technology

Moog Inc Class A

1.86 6M
Industrials

Mirion Technologies Inc Ordinary Shares Class A

1.73 5M
Industrials

Installed Building Products Inc

1.66 5M
Consumer Cyclical

Cavco Industries Inc

1.66 5M
Consumer Cyclical

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