SBASX Mutual Fund

SBASX Mutual Fund (SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $105.7M in net assets. SBASX expense ratio is 0.99%, holding 85 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2019-12-31.

SBASX performance shows a YTD return of 15.74%. The 1-year return is 18.85% and the 5-year return is 6.65%. SBASX dividend yield stands at 0.14%, paid annually.

SBASX top holdings include Sbh Cash (6.4%), Ensign Group Inc/the (2.3%), Enpro Industries Inc (2.3%), Applied Industrial Technologies Inc (2.0%), Moog Inccommon Stock (2.0%). Go to all SBASX holdings, SBASX sectors, or SBASX dividends.

SBASX can be compared against other funds. Use SBASX overlap to find shared positions, or SBASX vs another fund for a side-by-side view. SBASX alternatives are available via the screener, along with tax-loss harvesting opportunities.