About WIMVX
Segall Bryant & Hamill Global All Cap Fund Institutional Class is a mutual fund designed with the objective of achieving long-term capital appreciation. Employing a global investment strategy, the fund invests primarily in equity securities of companies across a range of market capitalizations and geographic regions, with at least 80% of its net assets typically allocated to stocks worldwide. This approach enables exposure to both established large-cap corporations and dynamic small- and mid-sized firms, enhancing diversification and opportunity for growth. The fund's portfolio features holdings in sectors such as technology, financial services, and communication services, with notable companies like Microsoft, ServiceNow, and Visa among its top positions. Managed with a combination of quantitative screening and fundamental research, the fund focuses on well-established businesses while also considering sector and regional risks. The institutional class features a competitive expense ratio, making it cost-effective for qualified investors. Overall, this fund plays a significant role for investors seeking diversified global equity exposure within their broader portfolio allocations.
Fund Family Segall Bryant & Hamill
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WIMVX
Share Class -institutional Class
Index MSCI World NR USD
WIMVX had a total return of 8.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.89%.
