Segall Bryant Hamill Fund Quote
| SBHAX Fund | USD 24.29 0.11 0.45% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Segall Bryant is trading at 24.29 as of the 2nd of December 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 24.18. 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 6th of April 2024 and ending today, the 2nd 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 of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. 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 Blend Funds, Large Growth Funds, Large Growth, Segall Bryant & Hamill (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Segall Bryant Hamill [SBHAX] 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 Large Growth category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 134.86 M in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 22.12% with the current yeild of 0.0%, while the total return for the last 3 years was 4.77%.
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
| RGA | Reinsurance Group of | Stock | Financials | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| NOW | ServiceNow | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.5565 | |||
| Semi Deviation | 0.6684 | |||
| Standard Deviation | 0.7345 | |||
| Variance | 0.5394 |
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.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Commodity Directory Find actively traded commodities issued by global exchanges |