WIMVX Mutual Fund
WIMVX Mutual Fund
Segall Bryant & Hamill Global All Cap Fund Institutional Class
WIMVX Mutual Fund Overview
WIMVX Mutual Fund (Segall Bryant & Hamill Global All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $2.8M in net assets. WIMVX expense ratio is 0.74%, holding 53 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2007-09-28.
WIMVX performance shows a YTD return of 14.25%. The 1-year return is 17.18% and the 5-year return is 10.53%. WIMVX dividend yield stands at 5.10%, paid annually.
WIMVX top holdings include Alphabet Inc series C (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Nvidia Corp (3.6%), Brea Olinda Uni Sch Dist Cop 02a (3.1%), Jp Morgan Chase & Co (3.1%). View all WIMVX holdings, sector breakdown, or dividend history.
WIMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WIMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.