WTMCX : Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class

WTMCX is a US Stocks Market Mid-Cap Value with MODERATE fees.

WTMCX

Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class

FI Score

23 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

23% FI Score
  • wtmcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Segall Bryant & Hamill Mid Cap Value Dividend Fund Retail Class

Expenses: 1.03% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund emphasizes investments in medium-sized, dividend-paying companies that the portfolio management team believes to be undervalued based upon various financial measures/ratios and rigorous company-specific research and analysis. Under normal circumstances, at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in medium-sized, dividend-paying companies.

Largest Holdings

Amount Holding
2.63% Grifols SA ADR
2.63% Americold Realty Trust
2.57% CyrusOne Inc
2.55% Vistra Energy Corp
2.54% TELUS Corp
2.40% InterDigital Inc
2.33% Newmont Corp
2.25% Republic Services Inc Class A
2.12% Allstate Corp
2.11% Sun Communities Inc
2.06% Kansas City Southern
2.00% Maximus Inc
2.00% Public Service Enterprise Group Inc
1.97% CAE Inc
1.97% Quest Diagnostics Inc
1.97% Valero Energy Corp
1.93% Dolby Laboratories Inc
1.92% Axis Capital Holdings Ltd
1.88% Genpact Ltd
1.87% The Hartford Financial Services Group Inc
1.77% Cerner Corp
1.66% Invitation Homes Inc
1.66% People's United Financial Inc
1.63% Aaron's Inc
1.58% Steel Dynamics Inc

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