Morningstar

Segall Bryant & Hamill Small Cap Growth Fund Retail Class WTSGX

Morningstar Medalist Rating
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Medalist Rating as of See Segall Bryant & Hamill Investment Hub
  • NAV / 1-Day Return $23.81  /  +1.80 %
  • Fund Size $272.1M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis WTSGX

Will WTSGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WTSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Segall Bryant & Hamill Small Cap Gr Ret holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WTSGX

More WTSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

StoneX Group Inc

2.69 8M
Financial Services

Guardant Health Inc

2.68 8M
Healthcare

CECO Environmental Corp

2.64 7M
Industrials

Sbh Cash

2.58 7M
Cash and Equivalents

Materion Corp

2.47 7M
Basic Materials

Onto Innovation Inc

2.12 6M
Technology

Protagonist Therapeutics Inc

1.93 5M
Healthcare

RadNet Inc

1.93 5M
Healthcare

Houlihan Lokey Inc Class A

1.93 5M
Financial Services

Modine Manufacturing Co

1.93 5M
Consumer Cyclical

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