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Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class: (MF: WITAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:58 PM ET

$9.75 USD

+0.01 (0.10%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.78 67
3 months 2.02 54
6 months 4.85 66
1 Year 5.50 8
3 Year 5.16 18
5 Year 1.41 51
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.32
5 Year 0.93
10 Year NA
Since Inception 3.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.86 0.55 2.27 1.53
2024 0.08 0.72 3.15 -0.85
2023 1.62 0.28 -2.11 5.75
2022 -5.63 -4.78 -3.17 2.17
2021 -0.11 2.22 -0.08 0.83

Annual Return

2026202520242023202220212020201920182017
% Total Return 1.785.323.095.50-11.102.876.667.101.458.57
% Total Return Rel to Index -0.231.062.15-0.89-2.581.351.47-0.460.163.12
% Total Return Rel to Peer 0.002.080.22-0.13-2.060.602.790.540.514.10
% Perf Quintile vs Peer* 3.001.000.003.004.002.001.003.002.001.00
% Dividends 0.050.340.350.340.300.280.310.360.360.39
% Yield 0.283.293.463.322.992.412.723.223.353.54
Capital Gains ($) 0.000.000.000.000.000.020.040.070.000.00
Expense Ratio 0.000.500.500.500.500.500.500.650.500.00

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