Nasdaq - Delayed Quote USD

Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund (SBHCX)

11.60
-0.02
(-0.17%)
As of 8:07:12 AM EDT. Market Open.
Loading Chart for SBHCX
  • Previous Close 11.62
  • YTD Return -11.16%
  • Expense Ratio 1.14%
  • Category Small Growth
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 75.04M
  • Beta (5Y Monthly) 0.99
  • Yield 0.23%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.03
  • Inception Date Dec 31, 2019

The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-cap companies. The advisor considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Index, at the time of purchase.

Segall Bryant & Hamill

Fund Family

Small Growth

Fund Category

75.04M

Net Assets

2019-12-31

Inception Date

Performance Overview: SBHCX

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Trailing returns as of 5/8/2025. Category is Small Growth.

YTD Return

SBHCX
11.16%
Category
12.40%
 

1-Year Return

SBHCX
2.03%
Category
55.69%
 

3-Year Return

SBHCX
4.35%
Category
19.34%
 

5-Year Return

SBHCX
11.35%
Category
20.72%
 

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Holdings: SBHCX

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Sector Weightings

SectorSBHCX
Industrials   26.74%
Healthcare   19.84%
Technology   14.10%
Energy   3.66%
Real Estate   2.68%
Utilities   0.00%

Recent News: SBHCX

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Research Reports: SBHCX

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