WTSGX – Segall Bryant & Hamill Small Cap Gr Ret Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund's adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-cap companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Growth Index, at the time of purchase.

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
WTSGX	Segall Bryant & Hamill Small Cap Growth Fund Retail Class	No Load	Open			Dec 20, 2013	$58.23M	1.050%	Average	$2,500	$23.87M
WISGX	Segall Bryant & Hamill Small Cap Growth Fund Institutional Class	Institutional	Open			Dec 20, 2013	$228.67M	0.880%	Below Average	$250,000	−$46.21M

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