Advertisement
Skip to Content
Morningstar

Segall Bryant & Hamill Glb All Cp Retail WTMVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.43  /  0.96 %
  • Total Assets 29.3 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.29%
  • Turnover 24%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis WTMVX

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

People Pillar

The People Pillar is our evaluation of the WTMVX 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 WTMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Segall Bryant & Hamill Glb All Cp Retail's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor