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

(NASDAQ Mutual Funds) As of Sep 25, 2025 08:00 PM ET

$12.10 USD

-0.10 (-0.82%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2025

Total Return %* Percentile Rank Objective
YTD 8.40 84
3 months 5.11 72
6 months 7.15 78
1 Year 6.70 83
3 Year 15.93 43
5 Year 11.82 21
10 Year 8.82 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.49
Bull Market (2/09 - 3/21) 440.33

Load Adjusted Returns as of Aug 31, 2025

1 Year 13.29
5 Year 12.70
10 Year 8.41
Since Inception 6.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.30 11.09 NA NA
2024 8.76 1.44 7.32 -1.72
2023 6.94 6.81 -3.64 10.72
2022 -9.30 -14.31 -4.97 10.32
2021 4.73 8.22 2.11 8.85
2020 -23.70 16.15 2.93 12.99

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.4016.3721.87-18.5325.983.0625.50-8.5619.718.57-8.51
% Total Return Rel to Index -5.72-2.85-2.540.567.82-11.000.301.86-0.403.24-5.75
% Total Return Rel to Peer -4.983.993.231.039.77-13.600.761.46-2.513.00-6.23
% Perf Quintile vs Peer* 0.000.002.003.001.005.004.002.004.002.005.00
% Dividends 0.000.100.070.040.050.180.260.220.180.190.24
% Yield 0.000.900.990.440.491.672.252.231.581.942.54
Capital Gains ($) 0.000.540.290.170.641.740.680.450.380.280.00
Expense Ratio 0.000.740.740.740.740.740.740.840.900.810.82

* 1 = Top 20%, 5 = Bottom 20%