An incline in People Pillar rating is the primary driver of Segall Bryant & Hamill Plus Bond Ret's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
NAV / 1-Day Return
9.32 / 0.43 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Intermediate Core-Plus Bond
Credit Quality / Interest Rate SensitivityMedium / Moderate
Min. Initial Investment
Morningstar’s Analysis WTIBX
Will WTIBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.