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Segall Bryant & Hamill Glb All Cp Retail (WTMVX)

10.70
-0.42
(-3.78%)
At close: 8:04:02 PM EDT
Loading Chart for WTMVX
  • Previous Close 11.12
  • YTD Return 1.14%
  • Expense Ratio 0.89%
  • Category World Large-Stock Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 34.88M
  • Beta (5Y Monthly) 1.01
  • Yield 0.88%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.11
  • Inception Date Sep 28, 2007

Under normal circumstances, the fund will invest at least 80% of the value of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are not favorable).

Segall Bryant & Hamill

Fund Family

World Large-Stock Blend

Fund Category

34.88M

Net Assets

2007-09-28

Inception Date

Performance Overview: WTMVX

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Trailing returns as of 4/2/2025. Category is World Large-Stock Blend.

YTD Return

WTMVX
1.14%
Category
12.08%
 

1-Year Return

WTMVX
10.03%
Category
38.01%
 

3-Year Return

WTMVX
9.14%
Category
12.74%
 

5-Year Return

WTMVX
11.15%
Category
12.82%
 

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Holdings: WTMVX

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Sector Weightings

SectorWTMVX
Technology   25.78%
Industrials   14.06%
Healthcare   9.98%
Energy   3.31%
Real Estate   1.59%
Utilities   0.00%

Recent News: WTMVX

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Research Reports: WTMVX

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