SBHEX Mutual Fund

SBHEX Mutual Fund (Segall Bryant & Hamill Emerging Markets Fund Class A) is managed by Segall Bryaant & Hamill Asset management with $7.7M in net assets. SBHEX expense ratio is 0.99%, holding 458 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2014-06-30.

SBHEX performance shows a YTD return of 15.15%. The 1-year return is 35.10% and the 5-year return is 12.18%. SBHEX dividend yield stands at 2.26%, paid annually.

SBHEX top holdings include Taiwan Semiconductor - Adr (10.5%), Tencent Holdings Ltd Ordinary Shares (4.2%), Sk Hynix Inc (3.6%), Samsung Electronics (Equity) (3.2%), Alibaba Group Holding Limited Sponsored Adr (1 Ads : 0.125 Ordinary) (2.1%). Go to all SBHEX holdings, SBHEX sectors, or SBHEX dividends.

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