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Segall Bryant & Hamill Global All Cap Fund Retail Class: (MF: WTMVX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$11.55 USD
-0.05 (-0.43%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in June 1988 and is managed by Denver Investment Advisors LLC. The fund seeks long-term total return by investing in approximately 50 large and well-established companies whose stocks appear to be undervalued. Investing in large companies has the benefit of potentially providing above-average performance with lower volatility than smaller companies because of the attributes such as market dominance, substantial financial resources, and global leadership in these industries. Dividends, if any, are declared and paid annually. Capital gains, if any, are declared and paid in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Segall Bryant&Hamill Glob AC Retail | WTMVX | NA | NA | 0.00 | 0.00 | 0.65 | 0.82 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Westcore Blue Chip | WTMVX | 11.55 | 6/1/1988 | 0.90 | 9.58 | 10.91 | 11.44 |
| Westcore Blue Chip Instl | WIMVX | 11.25 | 9/28/2007 | 0.94 | 9.55 | 11.05 | 11.56 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Segall Bryant&Hamill Glob AC Retail | WTMVX | 2500 | 25 | 1000 | A |
Contact Information
| Family | Segal Bryant |
| Address | 10 S Wacker Dr#3500 Chicago, IL 60606 |
| Phone | 800 836-4265 |