SBHAX Mutual Fund
SBHAX Mutual Fund
SBHAX Mutual Fund
Segall Bryant & Hamill All Cap Fund Institutional Class
SBHAX Mutual Fund Overview
SBHAX Mutual Fund (Segall Bryant & Hamill All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $47.5M in net assets. SBHAX expense ratio is 0.84%, holding 51 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-07-31.
SBHAX performance shows a YTD return of 12.80%. The 1-year return is 18.50% and the 5-year return is 7.46%. SBHAX dividend yield stands at 26.05%, paid annually.
SBHAX top holdings include Alphabet Inc. C (4.4%), Nvidia Corp. (4.2%), Ati Inc (3.8%), Microsoft Corp (3.8%), Amazon.Com Inc (3.5%). Go to all SBHAX holdings, SBHAX sectors, or SBHAX dividends.
SBHAX can be compared against other funds. Use SBHAX overlap to find shared positions, or SBHAX vs another fund for a side-by-side view. SBHAX alternatives are available via the screener, along with tax-loss harvesting opportunities.