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Segall Bryant & Hamill Plus Bond Instl (WIIBX)
9.25
+0.02
+(0.22%)
As of 8:07:21 AM EDT. Market Open.
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9.23 - YTD Return 2.77%
- Expense Ratio 0.40%
- Category Intermediate Core-Plus Bond
- Last Cap Gain -14.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 709.14M
- Beta (5Y Monthly) 0.98
- Yield 4.22%
- 5y Average Return --
- Holdings Turnover 36.00%
- Last Dividend 0.13
- Inception Date Sep 28, 2007
Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.
Segall Bryant & Hamill
Fund Family
Intermediate Core-Plus Bond
Fund Category
709.14M
Net Assets
2007-09-28
Inception Date
Performance Overview: WIIBX
View MoreTrailing returns as of 5/6/2025. Category is Intermediate Core-Plus Bond.
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Holdings: WIIBX
View MoreSector Weightings
SectorWIIBX
Financial Services 100.00%
Real Estate 0.00%
Consumer Cyclical 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Technology 0.00%
Communication Services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Healthcare 0.00%
Recent News: WIIBX
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