SBHAX Mutual Fund
SBHAX Mutual Fund
Segall Bryant & Hamill All Cap Fund Institutional Class
SBHAX Mutual Fund Overview
SBHAX Mutual Fund (Segall Bryant & Hamill All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $45.2M in net assets. SBHAX expense ratio is 0.84%, holding 51 positions across sectors including Information Technology, Health Care, Unknown. Inception date: 2013-07-31.
SBHAX performance shows a YTD return of 11.70%. The 1-year return is 18.34% and the 5-year return is 10.42%. SBHAX dividend yield stands at 26.31%, paid annually.
SBHAX top holdings include Alphabet Inc series C (4.4%), Nvidia Corp (4.2%), Ati Inc (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.8%), Amazon.Com Inc (3.5%). View all SBHAX holdings, sector breakdown, or dividend history.
SBHAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBHAX alternatives are available via the screener, along with tax-loss harvesting opportunities.