SBHVX Mutual Fund
SBHVX Mutual Fund
SBHVX Mutual Fund
Segall Bryant & Hamill Small Cap Value Fund Institutional Class
SBHVX Mutual Fund Overview
SBHVX Mutual Fund (Segall Bryant & Hamill Small Cap Value Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $395.8M in net assets. SBHVX expense ratio is 0.99%, holding 84 positions across sectors including Industrials, Financials, Materials. Inception date: 2013-07-31.
SBHVX performance shows a YTD return of 20.23%. The 1-year return is 36.25%. SBHVX dividend yield stands at 10.01%, paid annually.
SBHVX top holdings include Timken Co (4.8%), Mercury Systems Inc (4.3%), Ingevity Corp (3.0%), Belden Inc (2.4%), SentinelOne Inc (2.4%). Go to all SBHVX holdings, SBHVX sectors, or SBHVX dividends.
SBHVX can be compared against other funds. Use SBHVX overlap to find shared positions, or SBHVX vs another fund for a side-by-side view. SBHVX alternatives are available via the screener, along with tax-loss harvesting opportunities.