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Segall Bryant & Hamill Small Cap Growth Fund Retail Class: (MF: WTSGX)

(NASDAQ Mutual Funds) As of Jun 15, 2026 04:48 PM ET

$27.11 USD

+0.33 (1.23%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 16.38 35
3 months 7.24 45
6 months 14.85 47
1 Year 32.84 43
3 Year 18.13 36
5 Year 4.31 69
10 Year 14.17 7

* 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 May 31, 2026

1 Year 22.46
5 Year 1.73
10 Year 13.03
Since Inception 9.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.90 NA NA NA
2025 -11.26 9.55 6.72 2.78
2024 4.70 0.10 8.51 1.63
2023 7.75 4.91 -5.94 11.06
2022 -12.63 -22.34 -4.88 4.45
2021 2.43 6.36 -0.40 2.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 16.386.6215.5918.10-32.5911.6257.6628.473.1826.018.79
% Total Return Rel to Index 6.77-11.59-9.42-8.14-14.38-17.0539.26-3.017.584.21-3.14
% Total Return Rel to Peer 1.21-0.673.672.02-13.07-7.6838.673.0313.9610.41-7.15
% Perf Quintile vs Peer* 3.004.001.002.005.004.001.002.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.000.000.000.003.091.000.00
Expense Ratio 0.001.041.031.041.051.031.041.121.241.261.30

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