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    Segall Bryant & Hamill Small Cap Val (SBHVX)

    11.36 Up 0.03(0.26%) Apr 1
    Prev Close:11.33
    YTD Return*:1.53%
    Net Assets*:28.60M
    Yield*:0.13%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SBHVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ESE3.306.26
    AZZ3.10-2.45
    RVBD3.072.60
    QLGC2.4612.84
    CSL2.275.04

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:28.6M
    Category:Small Value
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:1.53%
    5y Avg Return:N/A
    Rank in Category (ytd):42
    % Rank in Category (ytd):9.35%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies. It will primarily invest in common stock. The fund's managers consider small capitalization companies to be companies with capitalization within the range of the capitalization of those companies included in the Russell 2000 Value Index at the time of purchase. View More
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