Segall Bryant Hamill Fund Quote
| SBHCX Fund | USD 12.42 0.05 0.40% |
PerformanceSolid
| Odds Of DistressLow
|
Segall Bryant is trading at 12.42 as of the 19th of July 2025; that is 0.4 percent down since the beginning of the trading day. The fund's open price was 12.47. Segall Bryant has less than a 16 % 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 20th of April 2025 and ending today, the 19th of July 2025. 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
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 June 2025 |
Segall Bryant Hamill [SBHCX] is traded in USA and was established 19th of July 2025. 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 20 in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 1.36% with the current yeild of 0.0%, while the total return for the last 3 years was 11.43%.
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
| BL | Blackline | Stock | Information Technology | |
| UFPI | Ufp Industries | Stock | Industrials | |
| ENS | Enersys | Stock | Industrials | |
| ESI | Element Solutions | Stock | Materials | |
| BWXT | BWX Technologies | Stock | Industrials | |
| AMED | Amedisys | Stock | Health Care | |
| RRX | Regal Beloit | Stock | Industrials | |
| EQC | Equity Commonwealth | Stock | Real Estate |
Segall Bryant Hamill Risk Profiles
| Mean Deviation | 0.8538 | |||
| Semi Deviation | 0.7485 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.29 |
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.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |