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Segall Bryant & Hamill Global All Cap Fund Institutional Class (WIMVX)

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12.160 -0.010    -0.08%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.16M
Westcore Global Large-Cap Dividend Fund Institutio 12.160 -0.010 -0.08%

WIMVX Overview

 
Find basic information about the Segall Bryant & Hamill Global All Cap Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WIMVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.68%
Prev. Close12.17
Risk Rating
TTM Yield0.64%
ROE27.22%
IssuerN/A
Turnover11%
ROA10.90%
Inception DateSep 28, 2007
Total Assets5.16M
Expenses0.74%
Min. Investment250,000
Market Cap91.15B
CategoryWorld Large - Stock Blend
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Segall Bryant & Hamill Global All Cap Fund Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1184 1073 1311 1279 1629 2325
Fund Return 18.42% 7.32% 31.12% 8.55% 10.25% 8.8%
Place in category 91 118 108 82 176 87
% in Category 26 31 31 28 61 53

Top Equity Funds by Segall Bryant & Hamill

  Name Rating Total Assets YTD% 3Y% 10Y%
  Segall Bryant Hamill Small Cap Valu 527.59M 11.42 2.55 7.51
  Segall Bryant & Hamill Intl Sm Cp I 64.98M 16.88 6.48 4.77
  Westcore Global LC Dividend Retail 31.64M 18.35 8.41 8.65

Top Funds for World Large-Stock Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital World Gr&Inc 58.11B 13.45 4.80 7.98
  American Funds Capital World Gr R6 36.42B 13.75 5.15 8.34
  Templeton Growth Adv 194.73M 6.78 4.55 4.25
  Templeton Growth R 53.03M 6.35 4.03 3.73
  Templeton Growth R6 291.89M 6.83 4.60 4.33

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 3.86 427.33 +0.50%
  JPMorgan US46625H1005 2.74 242.62 +0.61%
  Apple US0378331005 2.60 226.95 +0.81%
  Marvell US5738741041 2.55 91.07 +1.11%
  ServiceNow Inc US81762P1021 2.54 1,044.74 -0.08%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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