SBRAX Mutual Fund
SBRAX Mutual Fund
SBRAX Mutual Fund
Segall Bryant & Hamill All Cap Fund Retail Class
SBRAX Mutual Fund Overview
SBRAX Mutual Fund (Segall Bryant & Hamill All Cap Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $884,661.39 in net assets. SBRAX expense ratio is 0.99%, holding 51 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2019-12-09.
SBRAX performance shows a YTD return of 12.83%. The 1-year return is 18.49% and the 5-year return is 7.44%. SBRAX dividend yield stands at 26.09%, paid annually.
SBRAX 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 SBRAX holdings, SBRAX sectors, or SBRAX dividends.
SBRAX can be compared against other funds. Use SBRAX overlap to find shared positions, or SBRAX vs another fund for a side-by-side view. SBRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.