WTMVX : Segall Bryant & Hamill Global Large Cap Fund Retail Class

WTMVX is a Allocation Market Total World with MODERATE fees.

WTMVX

Segall Bryant & Hamill Global Large Cap Fund Retail Class

FI Score

34 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

34% FI Score
  • wtmvx
  • Mutual Fund
  • Allocation
  • Total World

Segall Bryant & Hamill Global Large Cap Fund Retail Class

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

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund emphasizes investments in global, large, dividend-paying companies that meet the portfolio management team's investment criteria based on various financial measures/ratios and have improving business prospects due to strong company and industry dynamics. The fund will invest, under normal circumstances, at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in stocks of large, well-established, dividend-paying companies, as measured at the time of purchase.

Largest Holdings

Amount Holding
4.12% Starbucks Corp
4.05% Kimberly-Clark Corp
3.96% Newmont Corp
3.65% Broadridge Financial Solutions Inc
3.58% Verizon Communications Inc
3.54% RELX PLC
3.42% Lowe's Companies Inc
3.41% Bayer AG
3.40% Chevron Corp
3.39% Rockwell Automation Inc
3.39% Chubb Ltd
3.30% Atos SE
3.23% Roche Holding AG Dividend Right Cert.
3.23% Sage Group (The) PLC
3.20% Novartis AG ADR
3.16% Broadcom Inc
3.14% AbbVie Inc
3.06% Lockheed Martin Corp
3.00% Danone SA
2.93% KDDI Corp
2.93% U.S. Bancorp
2.93% Helvetia Holding AG
2.86% Valeo SA
2.85% Asahi Group Holdings Ltd
2.80% Power Corporation of Canada

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