Segall Bryant Hamill Fund Quote
| SBASX Fund | USD 14.35 0.03 0.21% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Segall Bryant is trading at 14.35 as of the 2nd of December 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 14.32. Segall Bryant has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during 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 3rd of September 2024 and ending today, the 2nd of December 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
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 | 30th of September 2024 |
Segall Bryant Hamill [SBASX] is traded in USA and was established 2nd of December 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 30.55 M in assets with minimum initial investment of 250 K. Segall Bryant Hamill is currently producing year-to-date (YTD) return of 20.99% with the current yeild of 0.0%, while the total return for the last 3 years was 7.16%.
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
| HZNP | Horizon Pharma PLC | Stock | Health Care | |
| PEGA | Pegasystems | Stock | Information Technology | |
| CSL | Carlisle Companies Incorporated | Stock | Industrials | |
| UFPI | Ufp Industries | Stock | Industrials | |
| BIO | Bio Rad Laboratories | Stock | Health Care | |
| EQC | Equity Commonwealth | Stock | Real Estate | |
| NCR | NCR Corp | Stock | Information Technology | |
| BL | Blackline | Stock | Information Technology |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.8153 | |||
| Semi Deviation | 0.9584 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
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.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |