Segall Bryant & Hamill Glb Lrg Cp Inst (WIMVX)
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Segall Bryant & Hamill Glb Lrg Cp Inst
Denver CO 80202
P.o. Box 328
C/O Alps Fund Services, Inc.
Management information
Ralph M. Segall,Lead manager since 22 July 2020
Ralph M. Segall, CFA, CIC, is chief investment officer of Segall Bryant & Hamill, LLC, which he co-founded in 1994. Prior to co-founding the firm, Mr. Segall was a senior vice-president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. He earned a Bachelor of Science degree in Economics from Wharton School, University of Pennsylvania, and an MBA from the University of Chicago. He has earned both the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familySegall Bryant & Hamill
Net assets34.18M
YTD return8.97%
Yield0.70%
Morningstar rating★★★
Inception date27 Sept 2007
Fund operations
Last dividend0.08
Last cap gain26.00
Holdings turnover24.00%
Average for categoryN/A
Fees and expenses
ExpenseWIMVXCategory average
Annual report expense ratio (net)0.89%0.95%
Prospectus net expense ratio0.89%N/A
Prospectus gross expense ratio1.49%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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