WTSGX Mutual Fund
WTSGX Mutual Fund
WTSGX Mutual Fund
Segall Bryant & Hamill Small Cap Growth Fund Retail Class
WTSGX Mutual Fund Overview
WTSGX Mutual Fund (Segall Bryant & Hamill Small Cap Growth Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $56.9M in net assets. WTSGX expense ratio is 1.05%, holding 80 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2013-12-20.
WTSGX performance shows a YTD return of 14.52%. The 1-year return is 18.52% and the 5-year return is 2.10%.
WTSGX top holdings include Sbh Cash (2.9%), Stonex Group Inc (2.7%), Glaukos Corp. (2.6%), Ceco Environmental Corp Common Stock Usd 0.01 (2.5%), Protagonist Therapeutics Inc (2.4%). Go to all WTSGX holdings, WTSGX sectors, or WTSGX dividends.
WTSGX can be compared against other funds. Use WTSGX overlap to find shared positions, or WTSGX vs another fund for a side-by-side view. WTSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.