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Nasdaq - Delayed Quote USD
Segall Bryant & Hamill All Cap Instl (SBHAX)
16.96
-1.04
(-5.78%)
At close: April 4 at 8:04:00 PM EDT
Loading Chart for SBHAX
- Previous Close
18.00 - YTD Return -4.97%
- Expense Ratio 0.84%
- Category Large Blend
- Last Cap Gain 51.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 91.29M
- Beta (5Y Monthly) 0.95
- Yield 0.23%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend 0.05
- Inception Date Dec 9, 2019
Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) 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. exchanges with market capitalization in excess of $1 billion.
Segall Bryant & Hamill
Fund Family
Large Blend
Fund Category
91.29M
Net Assets
2019-12-09
Inception Date
Performance Overview: SBHAX
View MoreTrailing returns as of 4/3/2025. Category is Large Blend.
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Holdings: SBHAX
View MoreSector Weightings
SectorSBHAX
Technology 27.87%
Financial Services 17.31%
Consumer Cyclical 14.00%
Healthcare 13.78%
Industrials 13.06%
Communication Services 4.65%
Consumer Defensive 4.52%
Energy 3.30%
Real Estate 1.51%
Basic Materials 0.00%
Utilities 0.00%
Recent News: SBHAX
View MoreResearch Reports: SBHAX
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