Segall Bryant Hamill Fund Quote
| SBHEX Fund | USD 9.56 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Segall Bryant is trading at 9.56 as of the 27th of November 2024; that is 0.21% down since the beginning of the trading day. The fund's open price was 9.58. Segall Bryant has about a 22 % 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 31st of May 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 equity securities, primarily common stock, of companies tied economically to emerging markets countries. The funds adviser considers emerging markets countries to be those countries included in the MSCI Emerging Markets Index.. More on Segall Bryant Hamill
Moving together with Segall Mutual Fund
Segall Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Segall Bryant & Hamill, Large Value, Diversified Emerging Mkts (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Segall Bryant Hamill [SBHEX] 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 Diversified Emerging Mkts category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 49.18 M in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 14.08% with the current yeild of 0.05%, while the total return for the last 3 years was 5.19%.
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
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified | |
| IDCBF | Industrial and Commercial | Pink Sheet | Banks—Diversified | |
| ACGBF | Agricultural Bank | Pink Sheet | Banks—Diversified | |
| NTES | NetEase | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| KSFTF | Kingsoft Limited | Pink Sheet | Electronic Gaming & Multimedia |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.6427 | |||
| Standard Deviation | 0.8829 | |||
| Variance | 0.7796 | |||
| Risk Adjusted Performance | (0.02) |
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.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |