WTIBX – Segall Bryant & Hamill Plus Bond Ret Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term total rate of return consistent with preservation of capital. Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in bonds of varying maturities. Bonds for purposes of this limitation include corporate bonds, convertible bonds, government and agency securities, mortgage-backed securities, asset-backed securities, and zero coupon bonds.

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
WTIBX	Segall Bryant & Hamill Plus Bond Fund Retail Class	No Load	Open			Jun 1, 1988	$163.00M	0.550%	Average	$2,500	−$98.84M
WIIBX	Segall Bryant & Hamill Plus Bond Fund Institutional Class	Institutional	Open			Sep 28, 2007	$565.06M	0.400%	Below Average	$250,000	$126.32M

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