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Segall Bryant & Hamill Small Cap Gr Ret (WTSGX)
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9/21 12:03 PM
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20.93 - YTD Return 13.74%
- Expense Ratio 1.04%
- Category Small Growth
- Last Cap Gain -15.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 261.75M
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 36.00%
- Last Dividend --
- Inception Date Dec 20, 2013
The fund's adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-capitalization companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000? Growth Index, at the time of purchase.
Segall Bryant & Hamill
Fund Family
Small Growth
Fund Category
261.75M
Net Assets
2013-12-20
Inception Date
Performance Overview: WTSGX
View MoreTrailing returns as of 10/31/2024. Category is Small Growth.
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Holdings: WTSGX
View MoreTop 10 Holdings (20.72% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWTSGX
Healthcare 24.03%
Industrials 21.55%
Technology 17.61%
Financial Services 11.79%
Consumer Cyclical 10.11%
Energy 5.63%
Basic Materials 3.87%
Consumer Defensive 3.79%
Real Estate 1.62%
Communication Services 0.00%
Utilities 0.00%
Recent News: WTSGX
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