WIMVX Mutual Fund

WIMVX Mutual Fund (Segall Bryant & Hamill Global All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $3.0M in net assets. WIMVX expense ratio is 0.78%, holding 53 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-09-28.

WIMVX performance shows a YTD return of 14.16%. The 1-year return is 17.97% and the 5-year return is 9.70%. WIMVX dividend yield stands at 5.10%, paid annually.

WIMVX top holdings include Alphabet Inc. C (3.8%), Microsoft Corp (3.6%), Nvidia Corp. (3.6%), Suncor Energy Inc (3.1%), Jpmorgan Chase (3.1%). Go to all WIMVX holdings, WIMVX sectors, or WIMVX dividends.

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