Nasdaq - Delayed Quote USD

Segall Bryant & Hamill All Cap Fund (SBRAX)

21.09 +0.16 (+0.76%)
At close: April 26 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • H Beck Inc.
  • Securities America Inc.
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. exchanges with market capitalization in excess of $1 billion.

Fund Overview

Category Large Growth
Fund Family Segall Bryant & Hamill
Net Assets 124.5M
YTD Return 9.26%
Yield 0.44%
Morningstar Rating
Inception Date Dec 09, 2019

Performance & Risk

YTD Return 6.14%
5y Average Return 0.00%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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