segall bryant hamill plus bond fund

Segall Bryant & Hamill (SBH) is an investment advisor that has amassed much industry recognition over the years. The Segall Bryant & Hamill International Small Cap Trust and the Segall Bryant & Hamill Emerging Markets Trust (the “SBH Trusts”) are trusts for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. The fund's ticker symbol (WTIBX) will also stay the same. Active. Dividend.com: The #1 Source For Dividend Investing. 3.87. Fund over the past 10 years (or for the life of the Fund if shorter). Average Manager Total Return : 6.9% (30 November 2019 - 30 November 2020) Total Return. Rated Fund Managers. Segall Bryant & Hamill Plus Bond Fund Retail Class. Learn more about mutual funds at fidelity.com. Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Institutional Class 81580H761 WIIBX 0.55000 SELL ONLY Revised 16 February 2021 Page 4 of 64. FMI Large Cap Fund Investor Class. AGG vs WTIBX Fund Comparison . May 2018 – Present1 year 7 months. MFS International New Discovery Fund Class I. Add to watchlist; Add to portfolio; Price (USD) 10.94; Today's Change 0.01 / 0.09%; 1 Year change-1.35%; … Analyze the Fund Segall Bryant & Hamill Plus Bond Fund Institutional Class having Symbol WIIBX for type mutual-funds and perform research on other mutual funds. Segall Bryant Hamill at this time has accumulated 1.1 B in net assets with minimum initial investment of 250 K. , while the total return for the last 3 years was 4.96%. 11.29-0.08-0.70%: WTIBX. Kenneth A. Harris is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC. In March 2020, the firm won Investor's Business Daily Best Mutual Fund Awards -- another addition to its long list of accolades. Segall Bryant & Hamill Plus Bond ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. - ‘485BPOS’ on 6/20/08 Post-Effective Amendment of a Form N-1 or N-1A Registration - Seq. Fund Inception 05/31/1991: Manager Name Kenneth A. Harris: Fund Advisor(s) Segall Bryant & Hamill, LLC Manager Start Date 06/01/2005: Fund Subadvisor(s) Manager Biography Kenneth A. Harris is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC. NAV. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Greater Denver Area. Segall Bryant & Hamill Municipal Opportunities Fund Retail Class Fund. A high-level overview of Segall Bryant & Hamill Quality High Yield Fund Retail Class Adv (WTLTX) stock. See the company profile for Segall Bryant & Hamill Plus Bon (WIIBX), including business summary, industry/sector information, number of employees, corporate governance, key executives and salary information. For a current prospectus, please click on the fund name. Market open. With 14 mutual funds across 15 asset classes, investors can benefit from our diverse offering, which is grounded in our time-tested proprietary research. Fortunately, the management team will stay the same, so we do not anticipate any changes to their bond investment strategy. Segall Bryant & Hamill Municipal Opportunities Fund Retail Class. James Balanced Golden Rainbow Fund Retail Class. Segall Bryant & Hamill Micro Cap Fund (Ticker Symbol: Retail - WTMIX) Segall Bryant & Hamill Small Cap Value Dividend Fund (Ticker Symbol: Retail - WTSVX; Institutional - WISVX) S 21.89 +0.06 +0.27%: GLRBX. Monthly AMG Managers DoubleLine Core Plus Bond Fund-Class N ADBLX 00171A779 $0.0482 - - Monthly AMG Managers DoubleLine Core Plus Bond Fund-Class Z ADZIX 00171C205 $0.0513 - - Monthly AMG Managers Loomis Sayles Bond Fund-Class I MGBIX 00170L834 $0.0642 - $0.0676 Monthly AMG Managers Loomis Sayles Bond Fund-Class N MGFIX 00170L842 $0.0592 - $0.0676 Name. Fund Family Fund Name CUSIP Ticker Front End Load CDSC 12b-1 Fees Gross Expense Ratio Redemption Fee Buy/Sell Eligible Saturna Capital Idaho Tax-Exempt Fund 804096204 NITEX 0.72000 SELL ONLY Saturna Sustainable Funds Saturna Sustainable Bond Fund 804096881 SEBFX 0.85000 SELL ONLY Saturna Sustainable The Morningstar Rating™ for funds is calculated for management investment company products registered under the Investment Company Act of 1940 (including mutual funds, exchange-traded funds and closed-end funds) with at least a three-year history. American Beacon Bridgeway Large Cap Value Fund Investor Class. Segall Bryant & Hamill Plus Bond Fund has an expense ratio of 0.55 percent. Segall Bryant & Hamill Funds. Select up to five mutual funds or ETFs to compare. Get the lastest Fund Profile for Segall Bryant & Hamill Plus Bond Fund … Price as of: MAR 18, 08:00 PM EDT. MF 11.4%: Segall Bryant & Hamill Small Cap Value Fund SA -18.6%: Wellington Mid Cap Core CIT 10.94-0.01-0.09%: BWLIX. Morningstar Analyst Rating. Fortunately, the management team will stay the same, so we do not anticipate any changes to their bond investment strategy. How To Invest / Fund Directory / iShares Core U.S. Fees are Below Average compared to funds in the same category. Segall Bryant & Hamill Plus Bond Fund has an expense ratio of 0.55 percent. Risk is Average compared to funds in the same category according to Morningstar. Volitility measures reflect the uncertainty or risk of change in a security`s value. Segall Bryant & Hamill Plus Bond Fund Retail Cla etfs funds price quote with latest real-time prices, charts, financials, latest news, technical analysis and opinions. Historical performance for Segall Bryant & Hamill Plus Bond Fund Retail Cla (WTIBX) with historical highs & lows, new high & low prices, past performance, latest news. Segall Bryant & Hamill Municipal Opportunities Fund Retail Class Fund. $10.84 USD +0.01 (0.09%) Zacks MF … Its expense ratio is average compared to funds in the Short-Term Bond … Segall Bryant & Hamill Trust is a regulated by the U.S. Security and Exchange Commission and incorporated in the state of Massachusetts. Add to watchlist. The fund's ticker symbol (WTIBX) will also stay the same. All calculations are in USD unless stated. 100.00% of all the mutual funds are no load funds. Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, Philadelphia and Naples, Florida. 22.81-0.08-0.35%: WTIBX. Get quote details and summary for Segall Bryant & Hamill Plus Bond Fd;Rtl (WTIBX). Segall Bryant & Hamill Plus Bond Fund Retail Class + Add to watchlist. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Segall Bryant & Hamill Trust. Research current and historical price charts, top holdings, management and full profile. Ranked 138 out of 175 in Intermediate Core-Plus Bond over 12 months. Segall Bryant & Hamill Plus Bond Fund Institutional Class. Add to watchlist Ticker Symbols: Funds: Retail Class: Institutional Class: SEGALL BRYANT & HAMILL EQUITY FUNDS: Segall Bryant & Hamill Micro Cap Fund (formerly Westcore Micro-Cap Opportunity Fund) Currency in USD. For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. 1 of 308. 38.90 +0.54 +1.41%: DIPSX There are no Vanguard funds similar to Segall Bryant & Hamill Plus Bond Ret fund, based on category and fund type. Learn more about their investments and net worth. The NAV is calculated by subtracting liabilities from the value of a fund's total assets and dividing it by the number of fund's shares outstanding. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. Close tooltip. A comparison between AGG and WTIBX based on their expense ratio, growth, holdings and how well they match their benchmark performance. The fund is listed under Intermediate Core-Plus Bond category and is part of Segall Bryant & Hamill family. Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Institutional Class 81580H761 WIIBX 0.55000 SELL ONLY Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Retail Class 81580H860 WTIBX 0.73000 SELL ONLY Segall Bryant & Hamill Segall Bryant & Hamill Quality High Yield Fund Institutional Class 81580H779 WILTX 0.83000 SELL ONLY 1 - Accession Number 0001003297-08-000142 - Filing - SEC registered mutual fund under Segall Bryant & Hamill Trust to the Segall Bryant & Hamill Small Cap Core Fund on January 2, 2020 • Micro Cap strategy is no longer being offered Currently, our Brochure can be requested by contacting Segall Bryant & Hamill at 312-474-1222 or [email protected]. Under normal circumstances, the Fund … See Segall Bryant & Hamill Plus Bon (WIIBX) Environment, Social and Governance Ratings to help you in your stock buying decisions. This fund tracks the BBgBarc US Gov/Credit 1-3 Yrs TR index, with a weighting of 100%. Segall Bryant & Hamill Plus Bond Fund Institutional Class: WIIBX: Wells Fargo Short Duration Government Bond Fund - Class A: MSDAX: Alger Mid Cap Growth Portfolio Class I-2: AMGOX: Eaton Vance Real Estate Fund Class I: EIREX: FT Covered Call Select CE 75 CA: FGIVPX: Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF: ACSG ... 24 Segall Bryant & Hamill Plus Bond Fund Institutional Cl 0.47%. Segall Bryant & Hamill Plus Bond Fund Institutional Class: (MF: WIIBX) (NASDAQ Mutual Funds) As of May 28, 2021 08:00 PM ET. When strategies hit key milestones – whether AUM or track record history – they're included in more of the screens conducted by consultants and asset owners. over : 10 years 5 years 3 years 24 months 1 year 3 months 1 month. Intermediate Core Bond. Segall Bryant & Hamill. The oldest fund launched was in 1988. Performance calculations are as of the end of the quarter. SEGALL BRYANT AND HAMILL FUNDS Fund Family . Segall Bryant & Hamill Plus Bond Fund Institutional Class (WIIBX) Nasdaq - Nasdaq Delayed Price. Average Manager Total Return : 5.2% (31 January 2020 - 31 January 2021) Total Return. View the latest Segall Bryant & Hamill Plus Bond Fund;Retail (WTIBX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 1 of 310. Once finalized, the Westcore Plus Bond Fund Retail Class's name will change to the Segall Bryant & Hamill Plus Bond Fund Retail Class. Segall Bryant & Hamill Plus Bond Fund Retail Class (WTIBX) Loomis Sayles Core Plus Bond Fund Class A (NEFRX) American Century Core Plus Fund Investor Class (ACCNX) Currency in USD. WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class: 219: 1,064,224 : 2021-06-01: 2021-03-31: NP: WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class: 85: 136,715 : 2021-06-01: 2021-03-31: NP Segall Bryant & Hamill Plus Bond Fund;Retail | historical charts and prices, financials, and today’s real-time WTIBX stock price. 5.48. HIGH YIELD BOND SEGALL BRYANT & HAMILL QUA HI WILTX ­0.29% ­0.29% 18.04% 6.04% 6.43% 5.94% 0.83% 0.70% Bloomberg Barclays U.S. Corporate High Yield Index 0.85% 0.85% 23.72% 6.84% 8.06% 6.48% — — Morningstar Category Average 1.10% 1.10% 21.79% 5.43% 6.54% 5.31% — — INFLATION­PROTECTED BOND For financial reporting, their fiscal year ends on December 31st. PBDIX. WTIBX - Segall Bryant & Hamill Plus Bond Fund -Retail Class: 3,505 : 2021-05-28: NP: Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio: 1,082 : 2021-05-26: NP: Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A: 8,980 : 2021-03-25: NP May 2018 – Present1 year 7 months. There can be no assurance that the Fund will grow to or maintain an economically viable size. Segall Bryant & Hamill Plus Bond Fund Retail Class Expenses: 0.55% (Better than 1% of similar funds) This is an OK choice for a Total US Bond Market Bond fund. The dollar value of one mutual fund's share, excluding any sales charges or redemption fees. Segall Bryant & Hamill Plus Bond Fund;Retail | historical charts and prices, financials, and today’s real-time WTIBX stock price. Aggregate Bond ETF vs Segall Bryant & Hamill Plus Bond Fund Retail Class . Fund Family Fund Name CUSIP Ticker Front End Load CDSC 12b-1 Fees Gross Expense Ratio Redemption Fee Buy/Sell Eligible Segall Bryant & Hamill is a company that sells mutual funds with $3,305M in assets under management. Mitch McConnell's estimated assets total ranges from $13,445,069.00 to $54,830,000.00 for 2018. Prior to this date, management of the Plus Bond Fund was performed by the portfolio managers at Denver Investment Advisors LLC. registered mutual fund under Segall Bryant & Hamill Trust to the Segall Bryant & Hamill Small Cap Core Fund on January 2, 2020 • Micro Cap strategy is no longer being offered Currently, our Brochure can be requested by contacting Segall Bryant & Hamill at 312-474-1222 or [email protected]. Return to Fund Listings. Find the latest performance data chart, historical data and news for Segall Bryant & Hamill Plus Bond Fund Institutional Class (WIIBX) at Nasdaq.com. SBAPX's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! Invesco Emerging Markets All Cap Fund Class Y. Segall Bryant & Hamill: Quality High Yield Fixed Income: Segall Bryant & Hamill: Small Cap Growth: Snyder Capital Management, L.P. Snyder Capital Concentrated: Sun Life Global Investments (Canada) Inc. Sun Life Opportunistic Fixed Income Fund: Sustainable Growth Advisers, LP: U.S. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. Segall Bryant & Hamill. Segall Bryant & Hamill Small Cap Value Fund SA -16.6%: Wellington Mid Cap Core CIT -1.0%: SSgA Russell 2500 Index Fund CIT 4.2%: Benchmark: Russell 2500 Index -5.8%: International Stock Fund -0.3%: MFS International Value MF 9.6%: Artisan Non-US Growth CIT -1.2% Segall Bryant & Hamill Short Trm Pls Ins (SBAPX), launched in 2018, has been managed by Greg Hosbein since December 14, 2018, at Segall Bryant & Hamill. In depth view into WTIBX (Segall Bryant & Hamill Plus Bond Ret) including performance, dividend history, holdings and portfolio stats. over : 10 years 5 years 3 years 24 months 1 year 3 months 1 month. 10.92 … SBH Mutual Funds and Collective Investment Trusts The Segall Bryant & Hamill family of funds gives investors access to the depth and expertise of our institutional portfolio management teams. Actions. 17 Baird Core Plus Bond Fund/Institutional Cl 0.64%. Fund. Add to portfolio. $10.72 +0.01 +0%. T. Rowe Price QM U.S. 10 years 5 years 3 years 24 months 1 year 3 months 1 month. Find the latest news headlines about Segall Bryant & Hamill Plus Bond Fund Institutional Class (WIIBX) at Nasdaq.com. Lipper Leaders. Get information about the top portfolio holding of the Westcore Plus Bond Retail (WTIBX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. In depth view into WIIBX (Segall Bryant & Hamill Plus Bond Instl) including performance, dividend history, holdings and portfolio stats. Segall Bryant & Hamill Trust is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Massachusetts. investment, market cap and category. Past performance does not guarantee Segall Bryant & Hamill Plus Bond Fund Retail Class. Mutual fund. For financial reporting, their fiscal year ends on December 31st. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Segall Bryant & Hamill Trust. Fund… The Fund seeks favorable long-term total return through income and capital appreciation while giving special consideration to certain environmental, social and governance ("ESG") criteria. Once finalized, the Westcore Plus Bond Fund Retail Class's name will change to the Segall Bryant & Hamill Plus Bond Fund Retail Class. 43.31 +0.56 +1.31%: GSYIX. Bond Index Fund. Fund Family Fund Name CUSIP Ticker Front End Load CDSC 12b-1 Fees Gross Expense Ratio Redemption Fee Buy/Sell Eligible 8.15. The investment seeks to achieve long-term total rate of return consistent with preservation of capital. $10.50 4/6/2021. Retail Class Annual Expense Ratio -- Gross 0.68%, Net: 0.55% Strategies surpassing $500M in assets under management. 10 years 5 years 3 years 24 months 1 year 3 months 1 month. Rated Fund Managers. Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Institutional Class 81580H761 WIIBX 0.55000 SELL ONLY Revised 16 February 2021 Page 4 of 64. Fund family. Investment Policy The Fund seeks long-term total rate of return by investing primarily in investment-grade bonds of varying maturities. No. Quote Fund Analysis Performance Risk Price Portfolio People Parent. Segall Bryant & Hamill Trust, et al. Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in mu nicipal bonds. Choose a fund family, and then select a fund to see the list of Vanguard funds in the same asset class and category. Segall Bryant & Hamill Plus Bond Fund Retail Class (WTIBX) Nasdaq - Nasdaq Delayed Price. 10 March 2021. For nearly a quarter century, Segall Bryant & Hamill has been helping investors realize their long-term investment objectives through a time-tested disciplined process. We offer a wide range of investment strategies for a diverse client base and aim to build long-lasting relationships with all of our clients. Segall Bryant & Hamill acquired Denver Investment Advisors LLC on April 30, 2018. 10.93 +0.02 +0.18%: MWNIX. Segall Bryant & Hamill Plus Bond Fund As of March 31, 2021 The chart above represents historical performance of a hypothetical investment of $10,000 in the $'s shown in thousands. Actions. NAV. Step 1. Quantitative rating as of Apr 30, 2021. Goldman Sachs Imprint Emerging Markets Opportunities Fund Institutional Class. Funds. N/A. ETF. The Segall Bryant & Hamill Short Term Plus Fund was launched effective December 14, 2018. Nuveen Core Impact Bond Fund. See the company profile for Segall Bryant & Hamill Plus Bon (WIIBX), including business summary, industry/sector information, number of employees, corporate governance, key executives and salary information. Compare mutual funds and ETFs. Find our live Segall Bryant & Hamill Plus Bond Fund Retail Class fund basic information. Greater Denver Area. Total Returns. Adam Bloch Steven H. Brown ... Segall Bryant & Hamill Plus Bond Ret; 17.6% Michael Foggin funds managed. Adv (WTIBX) Primary Inst (WIIBX) WIIBX (Mutual Fund) Segall Bryant & Hamill Plus Bond Fund. Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Institutional Class 81580H761 WIIBX 0.55000 SELL ONLY Segall Bryant & Hamill Segall Bryant & Hamill Plus Bond Fund Retail Class 81580H860 WTIBX 0.73000 SELL ONLY Segall Bryant & Hamill Segall Bryant & Hamill Quality High Yield Fund Institutional Class 81580H779 WILTX 0.83000 SELL ONLY Dividend policy. Funds. Segall Bryant & Hamill Plus Bond Ret. WTIBX. View & analyze the WTIBX fund chart by total assets, risk rating, Min. WTIBX: Segall Bryant & Hamill Plus Bond Fund Retail Class - Fund Profile. Guggenheim Core Bond Fund Institutional Managers. Small / Mid Cap Core Stock Fund -8.8%: TS&W Collective Investment Trust CIT -23.9%: William Blair SMID Growth MF 0.5%: Atlanta High Quality SMID Cap MF -11.4%: Brown Small Co. Instl. SEGALL BRYANT & HAMILL PLUS BOND FUND INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata. 25 AbbVie Inc. 0.45%. 2. The investment seeks income exempt from Federal income taxes. Segall Bryant & Hamill Plus Bond Fund Retail Class. 10.98 +0.03 (+0.27%) As of May 25 8:03PM EDT. Segall Bryant & Hamill Municipal Opportunities Fund Retail Class. 27.94: 0.00: 0.00%: FREAX. There may be limited or no performance history for investors to evaluate. WTIBX. The average expense ratio from all mutual funds is 0.85%. 4.59. registered mutual fund under Segall Bryant & Hamill Trust to the Segall Bryant & Hamill Small Cap Core Fund on January 2, 2020 • Micro Cap strategy is no longer being offered Currently, our Brochure can be requested by contacting Segall Bryant & Hamill at 312-474-1222 or [email protected].

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