WTMVX Mutual Fund
WTMVX Mutual Fund
Segall Bryant & Hamill Global All Cap Fund Retail Class
WTMVX Mutual Fund Overview
WTMVX Mutual Fund (Segall Bryant & Hamill Global All Cap Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $31.8M in net assets. WTMVX expense ratio is 0.89%, holding 53 positions across sectors including Unknown, Information Technology, Financials. Inception date: 1988-06-01.
WTMVX performance shows a YTD return of 14.29%. The 1-year return is 17.15% and the 5-year return is 10.39%. WTMVX dividend yield stands at 5.00%, paid annually.
WTMVX 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 WTMVX holdings, sector breakdown, or dividend history.
WTMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WTMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.