WTIBX Mutual Fund
WTIBX Mutual Fund
Segall Bryant & Hamill Plus Bond Fund Retail Class
WTIBX Mutual Fund Overview
WTIBX Mutual Fund (Segall Bryant & Hamill Plus Bond Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $175.3M in net assets. WTIBX expense ratio is 0.55%, holding 147 positions across sectors including Financials, Other, Utilities. Inception date: 1988-06-01.
WTIBX performance shows a YTD return of -2.51%. The 1-year return is 4.18% and the 5-year return is 0.65%. WTIBX dividend yield stands at 4.13%, paid monthly.
WTIBX top holdings include Us Treasury N/B 3.375 05/15/2033 (3.1%), Treasury Bond (otr) 1.38 Aug 15, 2050 (2.4%), United States Treasury Note/bond 2.5 02/15/2045 (2.4%), Us Treasury N/ 2.875 5/52 (2.2%), Us Treasury N/B 05/27 2.375 (2.1%). View all WTIBX holdings, sector breakdown, or dividend history.
WTIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WTIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.