WIMVX – Segall Bryant & Hamill Glb All Cp Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of the value of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are not favorable).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WTMVX	Segall Bryant & Hamill Global All Cap Fund Retail Class	No Load	Open			Jun 1, 1988	$32.49M	0.890%	Average	$2,500	−$2.35M
WIMVX	Segall Bryant & Hamill Global All Cap Fund Institutional Class	Institutional	Open			Sep 28, 2007	$2.87M	0.780%	Below Average	$250,000	−$2.14M

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