SBASX Mutual Fund
SBASX Mutual Fund
SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class

SBASX Mutual Fund Overview
SBASX Mutual Fund (SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $109.7M in net assets. SBASX expense ratio is 0.99%, holding 81 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-12-31.
SBASX performance shows a YTD return of 23.13%. The 1-year return is 33.03% and the 5-year return is 9.40%. SBASX dividend yield stands at 4.48%, paid annually.
SBASX top holdings include Rbc Bearings Inc (3.2%), Enpro Industries Inc (2.5%), Ensign Group Inc/the (2.4%), Macom Technology Solutions H (2.0%), Moog Inc Class A (1.9%). View all SBASX holdings, sector breakdown, or dividend history.
SBASX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBASX alternatives are available via the screener, along with tax-loss harvesting opportunities.