WIIBX Mutual Fund

WIIBX Mutual Fund (Segall Bryant & Hamill Plus Bond Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $547.8M in net assets. WIIBX expense ratio is 0.40%, holding 157 positions across sectors including Financials, Utilities, Industrials. Inception date: 2007-09-28.

WIIBX performance shows a YTD return of -0.37%. The 1-year return is 0.03% and the 5-year return is 0.52%. WIIBX dividend yield stands at 1.14%, paid monthly.

WIIBX top holdings include Sbh Cash (2.6%), Us Treasury N/B 05/52 2.875 (2.5%), United States Treas Bds 1.375% 08/15/2050 (2.4%), United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/2027 (2.1%), Treasury Bond 1.75% 08/15/2041 (2.1%). Go to all WIIBX holdings, WIIBX sectors, or WIIBX dividends.

WIIBX can be compared against other funds. Use WIIBX overlap to find shared positions, or WIIBX vs another fund for a side-by-side view. WIIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.