SBHVX Mutual Fund (Segall Bryant & Hamill Small Cap Value Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $423.9M in net assets. SBHVX expense ratio is 0.99%, holding 84 positions across sectors including Industrials, Financials, Materials. Inception date: 2013-07-31.

SBHVX performance shows a YTD return of 23.87%. The 1-year return is 44.78% and the 5-year return is 9.84%. SBHVX dividend yield stands at 9.26%, paid annually.

SBHVX top holdings include Ingevity Corp (3.2%), Mercury Systems Inc (3.2%), Valmont Industries Inc (2.8%), Ipg Photonics Corp. (2.5%), Littelfuse Inc (2.4%). View all SBHVX holdings, sector breakdown, or dividend history.

SBHVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBHVX alternatives are available via the screener, along with tax-loss harvesting opportunities.