WIMVX Mutual Fund

WIMVX Mutual Fund (Segall Bryant & Hamill Global All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $2.9M 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 15.88%. The 1-year return is 17.77% and the 5-year return is 9.42%. WIMVX dividend yield stands at 5.03%, paid annually.

WIMVX top holdings include Nvidia Corp (4.4%), Microsoft Corp (4.3%), Alphabet Inc. C (3.5%), Jpmorgan Chase (3.3%), Amazon.Com Inc (2.8%). 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.