WEQRX : Segall Bryant & Hamill Workplace Equality Fund Retail Class

WEQRX is a US Stocks Market Large Value with MODERATE fees.

WEQRX

Segall Bryant & Hamill Workplace Equality Fund Retail Class

FI Score

28 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

28% FI Score
  • weqrx
  • Mutual Fund
  • US Stocks
  • Large Value

Segall Bryant & Hamill Workplace Equality Fund Retail Class

Expenses: 0.89% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in companies that meet the quantitative and qualitative screening criteria of the Adviser's proprietary workplace equality screen. Among various factors, these screening criteria seek to identify, for example, whether a company's equal employment opportunity statement prohibits discrimination based on sexual orientation and gender identity, and/or whether the company offers health benefits to same-sex partners or spouses of employees.

Largest Holdings

Amount Holding
3.12% American Electric Power Co Inc
3.01% Amgen Inc
2.94% NVIDIA Corp
2.93% General Mills Inc
2.89% Becton, Dickinson and Co
2.84% Target Corp
2.75% Oracle Corp
2.69% CSX Corp
2.68% International Business Machines Corp
2.63% Yum Brands Inc
2.50% Rockwell Automation Inc
2.47% AbbVie Inc
2.45% Walmart Inc
2.44% Chevron Corp
2.42% Gilead Sciences Inc
2.40% Cardinal Health Inc
2.36% Cerner Corp
2.31% Accenture PLC Class A
2.30% Kimberly-Clark Corp
2.28% Exelon Corp
2.27% Eastman Chemical Co
2.26% U.S. Bancorp
2.25% L3Harris Technologies Inc
2.24% Lockheed Martin Corp
2.24% Verizon Communications Inc

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