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WTIBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Segall Bryant & Hamill Plus Bond Ret (WTIBX) Ownership - Who owns Segall Bryant & Hamill Plus Bond Ret?

The investment seeks to achieve long-term total rate of return consistent with preservation of capital... Show more

Category: #Intermediate-Term Bond

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Fixed Income Funds

Fundamentals

WTIBX

Net Assets

707M

Fund Existence

about 37 years

Turnover

36.00

Total Expense Ratio

0.55

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Intermediate Core-Plus Bond

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.69

Assets in Top Ten Holdings

152M

Average Credit Quality

Average Effective Duration

6.01

Average Effective Maturity

8.36

Fund of Funds

Fund Share Class Net Assets

279M

Fund Type

OpenEnd

Index Fund

Management Fee

0.35

Modified Duration

6.29

No Load Fund

Yes

Number of Long Holdings

147.00

Number of Net Holdings

147.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.50%

Gain YTD

2.836

Annual Yield % from dividends

4.08

Returns for 1 year

4.12

Returns for 3 years

12.23

Returns for 5 years

-1.30

Returns for 10 years

20.64

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General Information

Category IntermediateTermBond

Profile

Fundamentals

Details