- What are the top holdings of WTSGX?
- Segall Bryant & Hamill Small Cap Growth Fund Retail Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does WTSGX have?
- WTSGX holds — positions as reported by the fund's most recent disclosure.
- What sectors does WTSGX invest in?
- Segall Bryant & Hamill Small Cap Growth Fund Retail Class (WTSGX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WTSGX most exposed to?
- WTSGX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WTSGX a US-only fund?
- The country allocation card on this page shows WTSGX'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 WTSGX invest in?
- This fund primarily targets investments in smaller enterprises that the portfolio management team believes possess compelling prospects for expanding their earnings or cash generation. A minimum of 80% of the fund's total assets, encompassing any capital acquired through borrowing, will be dedicated to small-capitalization companies. The advisor currently classifies small-cap companies as those that are either constituents of, or comparable in market value to, the businesses within its benchmark, the Russell 2000® Growth Index, at the time of acquisition.
