Segall Bryant Hamill Fund Quote
| SBHSX Fund | USD 11.60 0.16 1.40% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Segall Bryant is trading at 11.60 as of the 1st of December 2024; that is 1.40% up since the beginning of the trading day. The fund's open price was 11.44. Segall Bryant has about a 21 % 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. Equity ratings for Segall Bryant Hamill are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities, primarily common stock, of small capitalization companies located outside of the United States, including those in emerging markets. The adviser considers small capitalization companies to be companies with market capitalizations within the range of those companies included in the MSCI EAFE Small Cap Index at the time of purchase.. More on Segall Bryant Hamill
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Segall Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, Segall Bryant & Hamill, Large, Foreign Small/Mid Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Segall Bryant Hamill [SBHSX] is traded in USA and was established 1st of December 2024. Segall Bryant is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 109.45 M in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 9.52% with the current yeild of 0.03%, while the total return for the last 3 years was 5.54%.
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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
| GMHLF | GAM Holding AG | Pink Sheet | Asset Management | |
| TOSCF | Tosoh | Pink Sheet | US Pink Sheet | |
| GAM | General American Investors | Stock | Financials | |
| LAND | Gladstone Land | Stock | Real Estate | |
| PLUS | ePlus inc | Stock | Information Technology | |
| STG | Sunlands Technology Group | Stock | Consumer Discretionary | |
| FEEXF | Ferrexpo PLC | Pink Sheet | Steel |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.6166 | |||
| Standard Deviation | 0.8487 | |||
| Variance | 0.7203 | |||
| Risk Adjusted Performance | (0.03) |
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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