SBHVX Mutual Fund

SBHVX Mutual Fund (Segall Bryant & Hamill Small Cap Value Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $426.4M 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% and the 5-year return is 9.15%. SBHVX dividend yield stands at 9.69%, paid annually.

SBHVX top holdings include Ingevity Corp (3.2%), Mercury Systems Inc (3.2%), Valmont Industries Inc (2.8%), Ipg Photonics Corp. (2.5%), Littelfuse 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.