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 $45.1M in net assets. SBHAX expense ratio is 0.84%, holding 51 positions across sectors including Information Technology, Industrials, 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 25.59%, paid annually.
SBHAX top holdings include Alphabet Inc (4.3%), Nvidia Corp (4.1%), Palo Alto Networks, Inc (4.1%), Ati Inc (4.1%), Amazon.Com Inc (3.4%). 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.