Nasdaq - Delayed Quote USD

Segall Bryant & Hamill Plus Bond Instl (WIIBX)

9.25
+0.02
+(0.22%)
As of 8:07:21 AM EDT. Market Open.

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
2,500
Min Initial Investment, AIP
2,500
Min Subsequent Investment
250,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Ausdal Financial Partners Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • Dreyfus NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth NTF
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • ETrade No Load NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • JPMorgan INVEST
  • WFA MF Advisory Updated 5.1.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Ameritas NTF P
  • Firstrade NTF
  • Scottrade TF
  • Scottrade NTF
  • Ameriprise Financial
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Met Life Resources MFSP Alliance List
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Segall Bryant & Hamill
Net Assets 709.14M
YTD Return 2.77%
Yield 4.22%
Morningstar Rating
Inception Date Sep 28, 2007

Performance & Risk

YTD Return 2.10%
5y Average Return 0.53%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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