Segall Bryant & Hamill Mutual Funds
Segall Bryant & Hamill Funds List
1 to 25 of 28 Results
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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Segall Bryant & Hamill ColoradoTaxFrInst | WICOX | Muni Single State Interm | — | 3.35% | 8 | 0.500% | Average | Institutional | $250,000 | |
Segall Bryant & Hamill Em Mkts Instl | SBEMX | Diversified Emerging Mkts | 22.35% | 6 | 1.230% | High | Institutional | $250,000 | ||
Segall Bryant & Hamill Small Cap Cre Ret | SBHCX | Small Growth | 10.43% | 59 | 1.140% | Average | No Load | $2,500 | ||
Segall Bryant &Hamill Small Cap Cre Ins | SBASX | Small Growth | 10.46% | 59 | 0.990% | Above Average | Institutional | $250,000 | ||
Barrett Growth Retail | BGRWX | Large Growth | 26.43% | 13 | 0.990% | Above Average | No Load | $2,500 | ||
Segall Bryant & Hamill ColoradoTaxFr Ret | WTCOX | Muni Single State Interm | — | 3.25% | 11 | 0.650% | Above Average | No Load | $2,500 | |
Segall Bryant & Hamill Em Mkts Retl | SBHEX | Diversified Emerging Mkts | 22.32% | 6 | 1.380% | High | No Load | $2,500 | ||
Segall Bryant & Hamill Mun Opps Instl | WITAX | Muni National Interm | — | 4.20% | 12 | 0.500% | Average | Institutional | $250,000 | |
Segall Bryant & Hamill Plus Bond Instl | WIIBX | Intermediate Core-Plus Bond | 5.30% | 54 | 0.400% | Below Average | Institutional | $250,000 | ||
Segall Bryant & Hamill Plus Bond Ret | WTIBX | Intermediate Core-Plus Bond | 5.13% | 66 | 0.550% | Average | No Load | $2,500 | ||
Segall Bryant & Hamill Qua Hi Yld Inst | WILTX | High Yield Bond | 6.40% | 83 | 0.700% | Average | Institutional | $250,000 | ||
Segall Bryant & Hamill Qua Hi Yld Retail | WTLTX | High Yield Bond | 6.32% | 85 | 0.850% | Above Average | No Load | $2,500 | ||
Segall Bryant & Hamill Small Cap Gr Ret | WTSGX | Small Growth | 12.70% | 35 | 1.040% | Average | No Load | $2,500 | ||
Segall Bryant & Hamill Small Cap GrInstl | WISGX | Small Growth | 12.83% | 32 | 0.890% | Below Average | Institutional | $250,000 | ||
Barrett Opportunity Retail | SAOPX | Large Blend | 19.19% | 52 | 0.990% | Above Average | No Load | $2,500 | ||
Segall Bryant & Hamill All Cap Instl | SBHAX | Large Growth | 16.39% | 81 | 0.840% | Above Average | Institutional | $250,000 | ||
Segall Bryant & Hamill All Cap Ret | SBRAX | Large Growth | 16.31% | 82 | 0.990% | Above Average | No Load | $2,500 | ||
Segall Bryant & Hamill Glb All Cp Inst | WIMVX | Global Large-Stock Blend | 17.44% | 27 | 0.740% | Below Average | Institutional | $250,000 | ||
Segall Bryant & Hamill Glb All Cp Retail | WTMVX | Global Large-Stock Blend | 17.28% | 28 | 0.890% | Average | No Load | $2,500 | ||
Segall Bryant & Hamill Mun Opps Ret | WTTAX | Muni National Interm | — | 4.08% | 16 | 0.650% | Above Average | No Load | $2,500 | |
Segall Bryant & Hamill Short Trm Pls Ins | SBAPX | Short-Term Bond | 4.87% | 65 | 0.400% | Below Average | Institutional | $250,000 | ||
Segall Bryant & Hamill Short Trm Pls Ret | SBHPX | Short-Term Bond | 4.91% | 61 | 0.490% | Average | No Load | $2,500 | ||
Segall Bryant & Hamill Sm Cp Val Ins | SBHVX | Small Blend | 10.99% | 32 | 0.990% | Above Average | Institutional | $250,000 | ||
Segall Bryant & Hamill Sm Cp Val Ret | SBRVX | Small Blend | 10.86% | 33 | 1.140% | Average | No Load | $2,500 | ||
Segall Bryant & Hamill Intl Sm Cp Ins | SBSIX | Foreign Small/Mid Value | 15.75% | 6 | 1.100% | Above Average | Institutional | $250,000 |
Segall Bryant & Hamill Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank