WIMVX Mutual Fund
WIMVX Mutual Fund
WIMVX Mutual Fund
Segall Bryant & Hamill Global All Cap Fund Institutional Class
WIMVX Mutual Fund Overview
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 14.16%. The 1-year return is 17.97% and the 5-year return is 9.24%. WIMVX dividend yield stands at 5.03%, paid annually.
WIMVX top holdings include Nvidia Corp (4.0%), Microsoft Corp (4.0%), Alphabet Inc (3.7%), Jpmorgan Chase (3.2%), Amazon.Com Inc (3.0%). 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.