About WTIBX
Segall Bryant & Hamill Plus Bond Fund Retail Class is an actively managed mutual fund focused on fixed income investments. Its primary objective is to achieve a long-term total rate of return while maintaining the preservation of capital. The fund allocates at least 80% of its net assets to a diversified portfolio of bonds across varying maturities. These holdings encompass corporate bonds, government and agency securities, mortgage- and asset-backed securities, and select convertible and zero-coupon bonds. Notably, the fund can invest up to 25% in high-yield bonds and up to 10% in securities denominated in foreign currencies, while also allowing for U.S. dollar-denominated foreign issues.
Positioned in the intermediate core-plus bond category, the fund targets primarily investment-grade debt, providing flexibility to enhance returns with non-core sectors such as high yield or emerging-markets debt. The fund is recognized for its sizable cost advantage relative to peers and distributes income monthly, appealing to those seeking steady cash flow. Its risk rating is below average, supported by a diversified approach across more than 140 holdings, including a significant allocation to U.S. Treasury securities. Managed since 1988, the fund serves as a versatile component in fixed income allocations, balancing income generation with prudent risk management.
Fund Family Segall Bryant & Hamill
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WTIBX
Share Class -retail Class
Index Bloomberg U.S. Aggregate Bond TR
WTIBX had a total return of -1.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.87%.
