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Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class (WTSVX)

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Westcore Small-Cap Value Dividend Retail historical data, for real-time data please try another search

6.40 +0.01 +0.16%

25/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 10.22M

Type: Fund

Market: United States

Issuer: Westcore

Asset Class: Equity

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WTSVX Overview

Find basic information about the Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WTSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0%

Prev. Close6.39

Risk Rating

TTM Yield3.27%

ROE11.29%

IssuerWestcore

Turnover53%

ROA5.03%

Inception Date38334

Total Assets10.22M

Expenses1.14%

Min. Investment2,500

Market Cap2.26B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	799	1088	859	844	1005	1837
Fund Return	-20.11%	8.82%	-14.12%	-5.48%	0.09%	6.27%
Place in category	318	305	401	365	328	226
% in Category	74	73	97	91	91	88

Top Equity Funds by Segall Bryant & Hamill

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westcore CO Tax-Exempt Retail		107.54M	3.24	-0.98	1.92

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	18.63B	-8.54	5.34	7.47
DFA US Small Cap Value I	13.94B	-13.08	5.08	6.98
DFA US Targeted Value I	11.74B	-11.45	5.42	7.54
Vanguard Small Cap Value Index I	5.66B	-8.54	5.35	7.48
Invesco SmallCapValue Y	3.6B	-10.90	12.68	10.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
InterDigital Inc	-	2.86	-	-
Stag Industrial Inc	-	2.79	-	-
Black Hills Corp	-	2.60	-	-
Physicians Realty Trust	-	2.52	-	-
Atlantica Sustainable Infrastructure PLC	GB00BLP5YB54	2.52	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westcore Small-Ca.	6.40	+0.01	+0.16%