About WIIBX
Segall Bryant & Hamill Plus Bond Fund Institutional Class is an actively managed mutual fund in the intermediate core-plus bond category. Its primary objective is to achieve a long-term total rate of return while preserving capital. The fund primarily invests in investment-grade U.S. fixed-income securities, such as government, corporate, and securitized debt, but it has greater flexibility than core bond funds to include exposure to high-yield bonds, bank loans, emerging-market debt, and non-U.S. currencies. This diversification enables it to adapt to different interest rate and credit environments. The fund’s asset allocation is predominantly in bonds, with a small portion held in cash, and its risk profile is designed to be in line with similar intermediate-term bond funds. As a key component in portfolio construction, the Segall Bryant & Hamill Plus Bond Fund Institutional Class serves investors seeking a balance of income, moderate risk, and capital preservation within their fixed income allocation, making it relevant for institutions and individuals looking to diversify their bond holdings with a professionally managed solution.
Fund Family Segall Bryant & Hamill
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WIIBX
Share Class -institutional Class
Index Bloomberg U.S. Aggregate Bond TR
WIIBX had a total return of 4.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.39%.
