WILTX Mutual Fund

WILTX Mutual Fund (Segall Bryant & Hamill Quality High Yield Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $44.1M in net assets. WILTX expense ratio is 0.70%, holding 65 positions across sectors including Consumer Discretionary, Materials, Industrials. Inception date: 2007-09-28.

WILTX performance shows a YTD return of 1.15%. The 1-year return is 4.63% and the 5-year return is 3.44%. WILTX dividend yield stands at 4.33%, paid monthly.

WILTX top holdings include Crown Americas 5.25% 04/01/30 (2.5%), Bwx Technologies Inc (2.5%), Outfront Media Cap Llc/C 4.25 01/15/2029 (2.5%), Range Resources 4.75% 02/15/30 (2.5%), Mpt Oper Partnership Lp/corp 5% 10/15/2027 (2.4%). Go to all WILTX holdings, WILTX sectors, or WILTX dividends.

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