Nasdaq - Delayed Quote USD
Segall Bryant & Hamill Glb All Cp Retail (WTMVX)
10.70
+0.84
+(8.52%)
At close: 8:04:11 PM EDT
Investment Information
- Min Initial Investment
- 250,000
- Min Initial Investment, IRA
- 2,500
- Min Initial Investment, AIP
- 2,500
- Min Subsequent Investment
- 250,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
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).
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Segall Bryant & Hamill |
| Net Assets | 33.1M |
| YTD Return | -3.35% |
| Yield | 0.92% |
| Morningstar Rating | |
| Inception Date | Sep 28, 2007 |
Performance & Risk
| YTD Return | -13.20% |
| 5y Average Return | 10.09% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
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