Segall Bryant Hamill Fund Quote

SBHCX Fund  USD 14.23  0.05  0.35%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Segall Bryant is trading at 14.23 as of the 27th of November 2024; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 14.28. Segall Bryant has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 28th of October 2024 and ending today, the 27th of November 2024. 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

Moving together with Segall Mutual Fund

  1.0SBASX Segall Bryant HamillPairCorr
  0.89SBHAX Segall Bryant HamillPairCorr

Moving against Segall Mutual Fund

  0.67WIIBX Westcore Plus BondPairCorr
  0.66WTIBX Westcore Plus BondPairCorr
  0.55CIEQX Segall Bryant HamllPairCorr
  0.55CIQRX Segall Bryant HamllPairCorr
  0.5SBSIX Segall Bryant HamillPairCorr
  0.49SBHSX Segall Bryant HamillPairCorr

Segall Mutual Fund Highlights

Fund ConcentrationSegall Bryant & Hamill Funds, Large Funds, Small Growth Funds, Small Growth, Segall Bryant & Hamill, Large, Small Growth (View all Sectors)
Update Date30th of September 2024
Segall Bryant Hamill [SBHCX] is traded in USA and was established 27th of November 2024. 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 20 in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 20.36% with the current yeild of 0.0%, while the total return for the last 3 years was 5.83%.
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

FIVNFive9 IncStockInformation Technology
NPOEnpro IndustriesStockIndustrials
RBCRBC Bearings IncorporatedStockIndustrials
WNSWNS HoldingsStockIndustrials
PEGAPegasystemsStockInformation Technology
HAINThe Hain CelestialStockConsumer Staples
AWIArmstrong World IndustriesStockIndustrials
ROGRogersStockInformation Technology
More Details

Segall Bryant Hamill Risk Profiles

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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