SBHAX Mutual Fund

SBHAX Mutual Fund (Segall Bryant & Hamill All Cap Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $42.6M in net assets. SBHAX expense ratio is 0.84%, holding 52 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-07-31.

SBHAX performance shows a YTD return of 14.99%. The 1-year return is 14.99% and the 5-year return is 6.63%. SBHAX dividend yield stands at 0.06%, paid annually.

SBHAX top holdings include NVIDIA Corp (4.6%), Microsoft Corp (4.4%), Alphabet Inc Class C (4.3%), Ati Inc (3.5%), Amazon.com Inc (3.4%). Go to all SBHAX holdings, SBHAX sectors, or SBHAX dividends.

SBHAX can be compared against other funds. Use SBHAX overlap to find shared positions, or SBHAX vs another fund for a side-by-side view. SBHAX alternatives are available via the screener, along with tax-loss harvesting opportunities.