Segall Bryant Hamill Fund Fundamentals
| SBHPX Fund | USD 10.12 0.01 0.1% |
Segall Bryant Hamill fundamentals help investors to digest information that contributes to Segall Bryant's financial success or failures. It also enables traders to predict the movement of Segall Mutual Fund. The fundamental analysis module provides a way to measure Segall Bryant's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Segall Bryant mutual fund.
Segall |
Segall Bryant Hamill Mutual Fund Annual Yield Analysis
Segall Bryant's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Segall Bryant Annual Yield | 0 % |
Most of Segall Bryant's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Segall Bryant Hamill is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Segall Bryant Hamill has an Annual Yield of 0.0024%. This is much higher than that of the Segall Bryant & Hamill family and significantly higher than that of the Short-Term Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Segall Bryant Hamill Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Segall Bryant's current stock value. Our valuation model uses many indicators to compare Segall Bryant value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Segall Bryant competition to find correlations between indicators driving Segall Bryant's intrinsic value. More Info.Segall Bryant Hamill is rated fifth largest fund in annual yield among similar funds. It also is rated fifth largest fund in year to date return among similar funds creating about 1,943 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Segall Bryant's earnings, one of the primary drivers of an investment's value.Segall Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Segall Bryant's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Segall Bryant could also be used in its relative valuation, which is a method of valuing Segall Bryant by comparing valuation metrics of similar companies.Segall Bryant is rated fourth largest fund in annual yield among similar funds.
Fund Asset Allocation for Segall Bryant
The fund consists of 89.99% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Segall Bryant's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Segall Fundamentals
| Total Asset | 3.97 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 4.66 % | ||||
| One Year Return | 5.91 % | ||||
| Three Year Return | 2.47 % | ||||
| Five Year Return | 1.93 % | ||||
| Net Asset | 19.64 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Cash Position Weight | 9.04 % | ||||
| Bond Positions Weight | 89.99 % |
About Segall Bryant Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Segall Bryant Hamill's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Segall Bryant using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Segall Bryant Hamill based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests 80 percent or more of its assets in investment-grade debt securities-those rated in the top four rating categories by at least one nationally recognized rating agency, such as Moodys or Standard Poors . It may invest up to twenty percent of its assets in high yield securities. The fund may invest up to ten percent in non-U.S. dollar-denominated securities.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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