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 $164.9M in net assets. WTIBX expense ratio is 0.55%, holding 157 positions across sectors including Financials, Utilities, Industrials. Inception date: 1988-06-01.
WTIBX performance shows a YTD return of -2.82%. The 1-year return is -3.02% and the 5-year return is -1.59%. WTIBX dividend yield stands at 1.09%, paid monthly.
WTIBX top holdings include Sbh Cash (2.6%), Us Treasury N/B 05/52 2.875 (2.5%), United States Treas Bds 1.375% 08/15/2050 (2.4%), United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/2027 (2.1%), Treasury Bond 1.75% 08/15/2041 (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.