WTLTX – Fund Analysis – Segall Bryant & Hamill Qua Hi Yld Retail | Morningstar

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Will WTLTX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTLTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the WTLTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of WTLTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Segall Bryant& Hamill Qua Hi Yld Retail's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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