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WTSGX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Segall Bryant & Hamill Small Cap Gr Ret (WTSGX) Ownership - Who owns Segall Bryant & Hamill Small Cap Gr Ret?

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.04
Min. Initial Investment
2500.00
Fund Existence
over 11 years
Turnover
36.00
Front Load
N/A
Net Assets
230074530.00
Manager Tenure
N/A

Fundamentals

WTSGX
Net Assets
230M
Fund Existence
over 11 years
Turnover
36.00
Total Expense Ratio
1.04
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.04
Assets in Top Ten Holdings
52.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
28.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
83.00
Number of Net Holdings
83.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
18.16%
Gain YTD
-11.080
Annual Yield % from dividends
0.00
Returns for 1 year
0.21
Returns for 3 years
-7.76
Returns for 5 years
91.05
Returns for 10 years
74.70
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com