Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Segall Bryant & Hamill Mutual Funds
View all of Segall Bryant & Hamill’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Segall Bryant & Hamill Mutual Funds List
1 to 25 of 26 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Emerging Markets Fund Retail Class | SBHEX | Diversified Emerging Mkts | 17.94% | 25 | 0.990% | Below Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Emerging Markets Fund Institutional Class | SBEMX | Diversified Emerging Mkts | 17.95% | 25 | 0.840% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class | WICOX | Muni Single State Interm | — | 0.29% | 3 | 0.500% | Average | Institutional | $250,000 | |
| Segall Bryant & Hamill Small Cap Core Fund Institutional Class | SBASX | Small Growth | 16.08% | 11 | 0.990% | Above Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Plus Bond Fund Institutional Class | WIIBX | Intermediate Core-Plus Bond | −0.78% | 30 | 0.400% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Small Cap Value Fund Institutional Class | SBHVX | Small Value | 13.55% | 81 | 0.990% | Above Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Small Cap Core Fund Retail Class | SBHCX | Small Growth | 15.94% | 11 | 1.140% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class | WITAX | Muni National Interm | — | 1.12% | 2 | 0.500% | Average | Institutional | $250,000 | |
| Segall Bryant & Hamill Municipal Opportunities Fund Retail Class | WTTAX | Muni National Interm | — | 1.01% | 3 | 0.650% | Above Average | No Load | $2,500 | |
| Segall Bryant & Hamill Small Cap Growth Fund Institutional Class | WISGX | Small Growth | 5.85% | 74 | 0.880% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Colorado Tax Free Fund Retail Class | WTCOX | Muni Single State Interm | — | 0.09% | 5 | 0.650% | Above Average | No Load | $2,500 | |
| Segall Bryant & Hamill Quality High Yield Fund Retail Class | WTLTX | High Yield Bond | 1.30% | 33 | 0.850% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill International Small Cap Fund Institutional Class | SBSIX | Foreign Small/Mid Value | 12.49% | 47 | 1.050% | Average | Institutional | $250,000 | ||
| Barrett Opportunity Fund Retail Class | SAOPX | Large Blend | 14.86% | 18 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Plus Bond Fund Retail Class | WTIBX | Intermediate Core-Plus Bond | −0.88% | 37 | 0.550% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Global All Cap Fund Institutional Class | WIMVX | Global Large-Stock Growth | 14.99% | 9 | 0.780% | Below Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Quality High Yield Fund Institutional Class | WILTX | High Yield Bond | 1.54% | 27 | 0.700% | Average | Institutional | $250,000 | ||
| Segall Bryant & Hamill Small Cap Growth Fund Retail Class | WTSGX | Small Growth | 5.73% | 74 | 1.050% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Small Cap Value Fund Retail Class | SBRVX | Small Value | 13.45% | 81 | 1.140% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill Global All Cap Fund Retail Class | WTMVX | Global Large-Stock Growth | 14.92% | 9 | 0.890% | Average | No Load | $2,500 | ||
| Segall Bryant & Hamill International Small Cap Fund Retail Class | SBHSX | Foreign Small/Mid Value | 12.36% | 49 | 1.200% | Average | No Load | $2,500 | ||
| Barrett Growth Fund Retail Class | BGRWX | Large Growth | 4.08% | 71 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill All Cap Fund Institutional Class | SBHAX | Large Blend | 17.41% | 8 | 0.840% | High | Institutional | $250,000 | ||
| Segall Bryant & Hamill All Cap Fund Retail Class | SBRAX | Large Blend | 17.32% | 8 | 0.990% | Above Average | No Load | $2,500 | ||
| Segall Bryant & Hamill International Equity Fund - Retail Class | CIQRX | Foreign Large Value | — | 12.57% | 52 | 0.990% | Above Average | No Load | $2,500 |
Segall Bryant & Hamill Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States