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Segall Bryant & Hamill Glb All Cp Retail WTMVX

Medalist Rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 10.79  /  0.19 %
  • Total Assets 33.3 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 0.61%
  • Turnover 31%

Morningstar’s Analysis WTMVX

Will WTMVX outperform in future?

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

Segall Bryant& Hamill Glb All Cp Retail’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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings WTMVX

  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.70
1,506,828
Technology
3.09
991,934
Financial Services
2.64
847,215
Financial Services
2.45
785,033
Technology
2.38
763,232
Technology
2.35
753,884
Industrials
2.32
744,025
Communication Services
2.31
740,907
Technology
2.31
740,843
Consumer Cyclical
2.31
740,638
Technology