Sbh Plus Bond FundWTIBX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$733.3M
Expense ratio
0.55%
1-year return
+4.7%
3 years, a year
+4.4%
5 years, a year
+0.9%
Holdings
147
What it aims to do.
The Segall Bryant & Hamill Plus Bond Fund (the SBH Plus Bond Fund or Fund) seeks to achieve long-term total rate of return consistent with preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 3.13% |
| United States Treasury Bonds | 2.44% |
| United States Treasury Bonds | 2.36% |
| United States Treasury Bonds | 2.19% |
| United States Treasury Notes | 2.10% |
| United States Treasury Notes | 2.07% |
| United States Treasury Bonds | 1.94% |
| United States Treasury Notes | 1.76% |
| United States Treasury Bonds | 1.76% |
| United States Treasury Notes | 1.70% |
More on WTIBX.
- WTIBX overview
- WTIBX holdings
- WTIBX risk
- WTIBX costs
- WTIBX money in and out
- WTIBX share classes
- Compare WTIBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.