SBRAX Mutual Fund

SBRAX Mutual Fund (Segall Bryant & Hamill All Cap Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $847,905.69 in net assets. SBRAX expense ratio is 0.99%, holding 51 positions across sectors including Information Technology, Industrials, 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 25.64%, paid annually.

SBRAX 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 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.