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Segall Bryant & Hamill Small Cap Growth Fund Retail Class: (MF: WTSGX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$20.63 USD
+0.53 (2.64%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in June 1995 and is managed by Credit Suisse Asset Management, LLC. The fund seeks capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of small U.S. companies. The fund seeks a portfolio of small-cap growth U.S. companies that is diversified across industries and companies and the fund managers attempt to identify growth companies in the developmental stage or older companies entering a new stage of growth. The fund distributes dividends and capital gains annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Segall Bryant&Hamill SC Growth Rtl | WTSGX | NA | NA | 0.00 | 0.00 | 0.65 | 1.04 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Segall Bryant&Hamill SC Growth Rtl | WTSGX | 2500 | 25 | 1000 | A |
Contact Information
| Family | Segal Bryant |
| Address | 10 S Wacker Dr#3500 Chicago, IL 60606 |
| Phone | 800 836-4265 |