WTIBX Mutual Fund
WTIBX Mutual Fund
WTIBX Mutual Fund
Segall Bryant & Hamill Plus Bond Fund Retail Class
WTIBX Mutual Fund Overview
WTIBX Mutual Fund (Segall Bryant & Hamill Plus Bond Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $172.8M in net assets. WTIBX expense ratio is 0.55%, holding 147 positions across sectors including Financials, Utilities, Real Estate. Inception date: 1988-06-01.
WTIBX performance shows a YTD return of -0.50%. The 1-year return is 3.07% and the 5-year return is 0.17%. WTIBX dividend yield stands at 4.20%, paid monthly.
WTIBX top holdings include Treasury Note (Otr) 3.38% May 15, 2033 (3.1%), Treasury Bond (otr) 1.38 Aug 15, 2050 (2.4%), Us Treas Bds 2.5% 02/15/45 (2.4%), Us Treasury N/B 05/52 2.875 (2.2%), United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/2027 (2.1%). Go to all WTIBX holdings, WTIBX sectors, or WTIBX dividends.
WTIBX can be compared against other funds. Use WTIBX overlap to find shared positions, or WTIBX vs another fund for a side-by-side view. WTIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.