- What are the top holdings of WTMVX?
- Segall Bryant & Hamill Global All Cap Fund Retail Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does WTMVX have?
- WTMVX holds — positions as reported by the fund's most recent disclosure.
- What sectors does WTMVX invest in?
- Segall Bryant & Hamill Global All Cap Fund Retail Class (WTMVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WTMVX most exposed to?
- WTMVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WTMVX a US-only fund?
- The country allocation card on this page shows WTMVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does WTMVX invest in?
- Typically, this fund commits a substantial portion of its capital – specifically, a minimum of 80% of its total net assets (which includes any funds borrowed for investment purposes) – to equity securities. These investments will encompass companies of all market capitalizations, including small and medium-sized enterprises. Furthermore, the fund maintains a significant international component: ordinarily, at least 40% of its net assets will be dedicated to stocks of non-U.S. companies, diversified across a minimum of three distinct nations. Should market conditions become less opportune, this international allocation may be adjusted, but it will still represent no less than 30% of its net assets in foreign equities.
