SBRVX Mutual Fund
SBRVX Mutual Fund
SBRVX Mutual Fund
Segall Bryant & Hamill Small Cap Value Fund Retail Class
SBRVX Mutual Fund Overview
SBRVX Mutual Fund (Segall Bryant & Hamill Small Cap Value Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $6.4M in net assets. SBRVX expense ratio is 1.14%, holding 84 positions across sectors including Industrials, Financials, Materials. Inception date: 2019-12-09.
SBRVX performance shows a YTD return of 20.08%. The 1-year return is 36.01% and the 5-year return is 8.36%. SBRVX dividend yield stands at 9.91%, paid annually.
SBRVX 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 SBRVX holdings, SBRVX sectors, or SBRVX dividends.
SBRVX can be compared against other funds. Use SBRVX overlap to find shared positions, or SBRVX vs another fund for a side-by-side view. SBRVX alternatives are available via the screener, along with tax-loss harvesting opportunities.