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Segall Bryant & Hamill Small Cap Gr Ret (WTSGX)

24.63 +0.55 (+2.28%)
At close: 8:04:43 PM EDT
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  • Previous Close 24.08
  • YTD Return 7.95%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 281.06M
  • Beta (5Y Monthly) 1.25
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend --
  • Inception Date Dec 20, 2013

The fund's adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-cap companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Growth Index, at the time of purchase.

Segall Bryant & Hamill

Fund Family

Small Growth

Fund Category

281.06M

Net Assets

2013-12-20

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Small Growth.

YTD Return

WTSGX
7.95%
Category
12.40%

1-Year Return

WTSGX
10.95%
Category
55.69%

3-Year Return

WTSGX
13.90%
Category
19.34%

5-Year Return

WTSGX
1.73%
Category
20.72%

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