Segall Bryant Hamill Fund Quote
| SBASX Fund | USD 11.72 0.14 1.18% |
PerformanceVery Weak
| Odds Of DistressLow
|
Segall Bryant is trading at 11.72 as of the 21st of March 2025; that is 1.18 percent down since the beginning of the trading day. The fund's open price was 11.86. Segall Bryant has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in small-cap companies. The advisor considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Index, at the time of purchase. More on Segall Bryant Hamill
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Moving against Segall Mutual Fund
Segall Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Small Growth Funds, Small Growth, Segall Bryant & Hamill, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
Segall Bryant Hamill [SBASX] is traded in USA and was established 21st of March 2025. Segall Bryant is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 30.55 M in assets with minimum initial investment of 250 K. Segall Bryant Hamill is currently producing year-to-date (YTD) return of 1.51% with the current yeild of 0.0%, while the total return for the last 3 years was 4.93%.
Check Segall Bryant Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Segall Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Segall Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Segall Bryant Hamill Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Segall Bryant Hamill Mutual Fund Constituents
| ALGT | Allegiant Travel | Stock | Industrials | |
| ENTG | Entegris | Stock | Information Technology | |
| ENS | Enersys | Stock | Industrials | |
| AMED | Amedisys | Stock | Health Care | |
| FOXF | Fox Factory Holding | Stock | Consumer Discretionary | |
| HAIN | The Hain Celestial | Stock | Consumer Staples | |
| BL | Blackline | Stock | Information Technology | |
| EQC | Equity Commonwealth | Stock | Real Estate |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.8406 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Risk Adjusted Performance | (0.15) |
Segall Bryant Against Markets
Other Information on Investing in Segall Mutual Fund
Segall Bryant financial ratios help investors to determine whether Segall Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Segall with respect to the benefits of owning Segall Bryant security.
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