WTSGX : Segall Bryant & Hamill Small Cap Growth Fund Retail Class

WTSGX is a US Stocks Market Small Growth with MODERATE fees.

WTSGX

Segall Bryant & Hamill Small Cap Growth Fund Retail Class

FI Score

28 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • wtsgx
  • Mutual Fund
  • US Stocks
  • Small Growth

Segall Bryant & Hamill Small Cap Growth Fund Retail Class

Expenses: 1.12% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in small-capitalization companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Growth Index, at the time of purchase.

Largest Holdings

Amount Holding
2.54% Amedisys Inc
2.48% Goosehead Insurance Inc Class A
2.48% Bright Horizons Family Solutions Inc
2.39% Globant SA
2.30% Monolithic Power Systems Inc
2.27% QTS Realty Trust Inc Class A
2.25% Catalent Inc
2.12% Generac Holdings Inc
2.05% Silicon Laboratories Inc
2.00% Envestnet Inc
1.94% Globus Medical Inc Class A
1.91% Inphi Corp
1.85% Entegris Inc
1.83% Ritchie Bros Auctioneers Inc
1.82% Ollie's Bargain Outlet Holdings Inc
1.78% Maximus Inc
1.73% Mercury Systems Inc
1.73% Addus HomeCare Corp
1.71% Churchill Downs Inc
1.62% Huron Consulting Group Inc
1.61% Omnicell Inc
1.55% Trex Co Inc
1.44% Cardiovascular Systems Inc
1.42% Natera Inc
1.38% Trupanion Inc

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