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Segall Bryant & Hamill Plus Bond Ret WTIBX

Quantitative rating as of
NAV / 1-Day Return
9.32  /  0.43 %
Total Assets
695.5 Mil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
3.12%
Effective Duration
6.11 years

Morningstar’s Analysis WTIBX

Will WTIBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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