WILTX Mutual Fund

WILTX Mutual Fund (Segall Bryant & Hamill Quality High Yield Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $43.0M in net assets. WILTX expense ratio is 0.70%, holding 70 positions across sectors including Consumer Discretionary, Materials, Industrials. Inception date: 2007-09-28.

WILTX performance shows a YTD return of -0.09%. The 1-year return is 1.56% and the 5-year return is 3.44%. WILTX dividend yield stands at 0.75%, paid monthly.

WILTX top holdings include Bwx Technologies Inc (2.5%), Crown Americas 5.25% 04/01/30 (2.5%), Outfront Media Cap Llc/C 4.25 01/15/2029 (2.5%), Range Resources Corp 4.750% 02/15/2030 (2.5%), Mpt Oper Partnership Lp/corp 5% 10/15/2027 (2.5%). Go to all WILTX holdings, WILTX sectors, or WILTX dividends.

WILTX can be compared against other funds. Use WILTX overlap to find shared positions, or WILTX vs another fund for a side-by-side view. WILTX alternatives are available via the screener, along with tax-loss harvesting opportunities.