Morningstar

Segall Bryant & Hamill Small Cap Growth Fund Retail Class WTSGX

Morningstar Medalist Rating
Medalist Rating as of | See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return 26.86  /  −0.41 %
  • Total Assets 323.0M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis WTSGX

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

  • People Pillar

    The People Pillar is our evaluation of the WTSGX 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 WTSGX’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 Gr Ret holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 WTSGX

More WTSGX 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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