SBASX Mutual Fund

SBASX Mutual Fund (SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $112.7M in net assets. SBASX expense ratio is 0.99%, holding 81 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-12-31.

SBASX performance shows a YTD return of 18.73%. The 1-year return is 24.72% and the 5-year return is 8.25%. SBASX dividend yield stands at 4.70%, paid annually.

SBASX top holdings include Rbc Bearings Inc (3.2%), Enpro Industries Inc (2.5%), Ensign Group Inc/the (2.4%), Macom Technology Solutions Holdings, Inc. (2.0%), Moog Inccommon Stock (1.9%). 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.