Sbh Quality High Yield FundWILTX

MUTUAL FUNDSegall Bryant And Hamill
Type
Mutual fund
Peer group
Taxable bond
Net assets
$62.2M
Expense ratio
0.70%
1-year return
+6.0%
3 years, a year
+7.5%
5 years, a year
+3.7%
Holdings
65

What it aims to do.

The Segall Bryant & Hamill Quality High Yield Fund (the SBH Quality High Yield Fund or Fund) seeks to achieve long-term total rate of return consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
IIP Operating Partnership LP3.10%
BWXT BWX Technologies Inc.2.41%
Outfront Media Capital LLC / Outfront Media Capital Corp2.40%
OXY Occidental Petroleum Corp.2.37%
Vistra Operations Co LLC2.31%
GT Goodyear Tire & Rubber Co. The2.31%
MPT Operating Partnership LP / MPT Finance Corporation2.25%
Sirius Xm Radio LLC2.16%
GFF Griffon Corp2.14%
SM SM Energy Co.2.14%

More on WILTX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.