WTMVX Mutual Fund

WTMVX Mutual Fund (Segall Bryant & Hamill Global All Cap Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $32.5M in net assets. WTMVX expense ratio is 0.89%, holding 53 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1988-06-01.

WTMVX performance shows a YTD return of 14.20%. The 1-year return is 17.93% and the 5-year return is 9.15%. WTMVX dividend yield stands at 4.93%, paid annually.

WTMVX top holdings include Nvidia Corp. (4.0%), Alphabet Inc. C (3.6%), Palo Alto Networks, Inc (3.6%), Microsoft Corp (3.1%), Marvell Technology Group Ltd. (3.0%). Go to all WTMVX holdings, WTMVX sectors, or WTMVX dividends.

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