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 $844,374.37 in net assets. SBRAX expense ratio is 0.99%, holding 51 positions across sectors including Information Technology, Health Care, Unknown. Inception date: 2019-12-09.
SBRAX performance shows a YTD return of 11.73%. The 1-year return is 18.34% and the 5-year return is 11.12%. SBRAX dividend yield stands at 26.35%, paid annually.
SBRAX 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 SBRAX holdings, sector breakdown, or dividend history.
SBRAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.