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This is a list of Segall Bryant & Hamill Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Segall Bryant & Hamill Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Segall Bryant & Hamill Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Segall Bryant & Hamill Funds.
This page includes relevant dividend information on Segall Bryant & Hamill Funds.
The table below illustrates valuable information regarding the primary fund manager for Segall Bryant & Hamill Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Segall Bryant & Hamill Funds.
This list includes asset allocation proportions of the underlying holdings for Segall Bryant & Hamill Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Segall Bryant & Hamill Plus Bond Fund||No Load (WTIBX)||U.S. Investment-Grade Bond||$1,021.88||5.63%||41.02%||0.76%||5.59|
|Segall Bryant & Hamill Colorado Tax Free Fund||No Load (WTCOX)||U.S. Investment-Grade Bond||$365.85||3.82%||66.53%||0.82%||14.51|
|Segall Bryant & Hamill International Small Cap Fund||Other (SBSIX)||International and Foreign Small & Mid-Cap Value Equity||$284.81||2.34%||58.97%||1.19%||8.51|
|Segall Bryant & Hamill Small Cap Value Fund||Other (SBHVX)||U.S. Small-Cap Blend Equity||$158.59||-2.45%||73.01%||1.14%||6.34|
|Segall Bryant & Hamill All Cap Fund||Other (SBHAX)||U.S. Large-Cap Growth Equity||$115.75||16.39%||37.81%||1.14%||6.34|
|Segall Bryant & Hamill Small Cap Value Dividend Fund||No Load (WTSVX)||U.S. Small-Cap Value Equity||$87.61||-9.20%||95.24%||1.49%||14.97|
|Segall Bryant & Hamill Mid Cap Value Dividend Fund||No Load (WTMCX)||U.S. Mid-Cap Value Equity||$75.13||2.32%||75.93%||1.15%||17.18|
|Segall Bryant & Hamill Small Cap Growth Fund||Inst (WISGX)||U.S. Small-Cap Growth Equity||$74.39||-7.37%||89.26%||2.26%||5.95|
|Segall Bryant & Hamill Municipal Opportunities Fund||Inst (WITAX)||U.S. Investment-Grade Bond||$72.71||3.56%||70.60%||0.91%||2.96|
|Segall Bryant & Hamill Quality High Yield Fund||No Load (WTLTX)||High Yield Bond||$60.98||4.92%||34.41%||0.99%||10.59|
|Segall Bryant & Hamill Global Large Cap Fund||No Load (WTMVX)||World Large-Cap Equity||$48.93||14.03%||28.38%||1.22%||16.18|
|Segall Bryant & Hamill Fundamental Int'l Small Cap Fund||No Load (WTIFX)||International and Foreign Small & Mid-Cap Growth Equity||$36.03||6.25%||73.76%||1.78%||16.18|
|Segall Bryant & Hamill Emerging Markets Fund||Other (SBEMX)||Emerging Markets Equity||$33.08||3.83%||84.80%||2.24%||8.42|
|Segall Bryant & Hamill Workplace Equality Fund||No Load (WEQRX)||U.S. Large-Cap Value Equity||$18.32||12.06%||25.55%||1.86%||2.93|
|Segall Bryant & Hamill Short Term Plus Fund||Inst (SBAPX)||Short-Term Bond||$6.49||N/A||N/A||9.74%||0.96|
|Segall Bryant & Hamill Micro Cap Fund||No Load (WTMIX)||U.S. Small-Cap Blend Equity||$2.73||-34.78%||99.41%||2.15%||1.03|
|Segall Bryant & Hamill Smid Cap Value Dividend Fund||Inst (WISDX)||U.S. Mid-Cap Value Equity||$0.71||5.33%||56.08%||7.29%||2.79|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Segall Bryant & Hamill is a company that sells mutual funds with $2,464M in assets under management. The average expense ratio from all mutual funds is 1.00%. 94.29% of all the mutual funds are no load funds. The oldest fund launched was in 1988. The average manager tenure for all managers at Segall Bryant & Hamill is 6.06 years. The company offers investors 17 mutual funds, in terms of the number of individual fund symbols.
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