Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund (WEQIX)
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Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund
Denver CO 80202
P.o. Box 328
C/O Alps Fund Services, Inc.
Management Information
,Lead Manager since April 30, 2019
John Roberts is Senior Portfolio Manager for Segall Bryant & Hamill’s Wealth Management group and a Co-Portfolio Manager of SBH Workplace Equality strategies. His responsibilities include management of fixed income, equity and balanced portfolios for high net worth individuals and families and their related trusts, retirement plans and foundations
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Morningstar Category
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Fund Overview
CategoryLarge Blend
Fund FamilySegall Bryant & Hamill
Net Assets20.47M
YTD Return5.93%
Yield0.00%
Morningstar Rating★
Inception DateMay 31, 1988
Fund Operations
Last Dividend0.08
Last Cap Gain2.00
Holdings Turnover38.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWEQIXCategory Average
Annual Report Expense Ratio (net)0.89%0.84%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio1.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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