Segall Bryant Hamill Fund Quote

SBHAX Fund  USD 20.03  0.01  0.05%   

Performance

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Odds Of Distress

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Low
Segall Bryant is trading at 20.03 as of the 20th of July 2025; that is 0.05 percent increase since the beginning of the trading day. The fund's open price was 20.02. Segall Bryant has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. 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

  0.98SBASX Segall Bryant HamillPairCorr
  0.87SBAPX Segall Bryant HamillPairCorr
  0.95SBEMX Segall Bryant HamillPairCorr
  0.98SBHCX Segall Bryant HamillPairCorr
  0.95SBHEX Segall Bryant HamillPairCorr

Segall Mutual Fund Highlights

Fund ConcentrationSegall Bryant & Hamill Funds, Large Blend Funds, Large Blend, Segall Bryant & Hamill (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Segall Bryant Hamill [SBHAX] is traded in USA and was established 20th of July 2025. Segall Bryant is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Large Blend 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 2.15% with the current yeild of 0.0%, while the total return for the last 3 years was 11.55%.
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

ARESAres Management LPStockFinancials
AAPLApple IncStockInformation Technology
NOWServiceNowStockInformation Technology
CVXChevron CorpStockEnergy
TJXThe TJX CompaniesStockConsumer Discretionary
BAXBaxter InternationalStockHealth Care
CMCSAComcast CorpStockCommunication Services
CRLCharles River LaboratoriesStockHealth Care
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Segall Bryant Hamill Risk Profiles

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.
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