Segall Bryant Hamill Fund Quote

SBHEX Fund  USD 8.97  0.06  0.66%   

Performance

19 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Segall Bryant is trading at 8.97 as of the 16th of April 2024; that is -0.66 percent down since the beginning of the trading day. The fund's open price was 9.03. Segall Bryant has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Segall Bryant Hamill are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities, primarily common stock, of companies tied economically to emerging markets countries. The funds adviser considers emerging markets countries to be those countries included in the MSCI Emerging Markets Index. More on Segall Bryant Hamill

Moving together with Segall Mutual Fund

  0.85SBAPX Segall Bryant HamillPairCorr
  0.97VEMAX Vanguard Emerging MarketsPairCorr
  0.97VEIEX Vanguard Emerging MarketsPairCorr
  0.97VEMIX Vanguard Emerging MarketsPairCorr
  0.97VEMRX Vanguard Emerging MarketsPairCorr

Moving against Segall Mutual Fund

  0.76PFHCX Pacific Funds SmallPairCorr

Segall Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Segall Bryant's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Segall Bryant or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaEmerging Markets Funds (View all Themes)
Fund ConcentrationSegall Bryant & Hamill Funds, Large Value Funds, Diversified Emerging Mkts Funds, Emerging Markets Funds, Diversified Emerging Mkts, Segall Bryant & Hamill, Large Value, Diversified Emerging Mkts (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Segall Bryant Hamill [SBHEX] is traded in USA and was established 16th of April 2024. Segall Bryant is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Segall Bryant & Hamill family. The entity is thematically classified as Emerging Markets Funds. This fund at this time has accumulated 49.18 M in assets with no minimum investment requirementsSegall Bryant Hamill is currently producing year-to-date (YTD) return of 7.76% with the current yeild of 0.05%, while the total return for the last 3 years was 1.87%.
Check Segall Bryant Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Segall Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Segall Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Segall Bryant Hamill Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Segall Bryant Hamill Mutual Fund Constituents

CICHFChina Construction BankPink SheetBanks—Diversified
IDCBFIndustrial and CommercialPink SheetBanks—Diversified
ACGBFAgricultural BankPink SheetBanks—Diversified
NTESNetEaseStockCommunication Services
BABAAlibaba Group HoldingStockConsumer Discretionary
BIDUBaidu IncStockCommunication Services
TCTZFTencent HoldingsPink SheetInternet Content & Information
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Segall Bryant Target Price Odds Analysis

Based on a normal probability distribution, the odds of Segall Bryant jumping above the current price in 90 days from now is about 22.16%. The Segall Bryant Hamill probability density function shows the probability of Segall Bryant mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Segall Bryant has a beta of 0.685. This usually implies as returns on the market go up, Segall Bryant average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Segall Bryant Hamill will be expected to be much smaller as well. Additionally, segall Bryant Hamill has an alpha of 0.0849, implying that it can generate a 0.0849 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 8.97HorizonTargetOdds Above 8.97
77.58%90 days
 8.97 
22.16%
Based on a normal probability distribution, the odds of Segall Bryant to move above the current price in 90 days from now is about 22.16 (This Segall Bryant Hamill probability density function shows the probability of Segall Mutual Fund to fall within a particular range of prices over 90 days) .

Segall Bryant Hamill Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Segall Bryant market risk premium is the additional return an investor will receive from holding Segall Bryant long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Segall Bryant. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Segall Bryant's alpha and beta are two of the key measurements used to evaluate Segall Bryant's performance over the market, the standard measures of volatility play an important role as well.

Segall Bryant Against Markets

Picking the right benchmark for Segall Bryant mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Segall Bryant mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Segall Bryant is critical whether you are bullish or bearish towards Segall Bryant Hamill at a given time. Please also check how Segall Bryant's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Segall Bryant without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Segall Mutual Fund?

Before investing in Segall Bryant, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Segall Bryant. To buy Segall Bryant fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Segall Bryant. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Segall Bryant fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Segall Bryant Hamill fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Segall Bryant Hamill fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Segall Bryant Hamill, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Segall Bryant Hamill?

The danger of trading Segall Bryant Hamill is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Segall Bryant is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Segall Bryant. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Segall Bryant Hamill is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Segall Bryant Hamill. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Segall Bryant Hamill information on this page should be used as a complementary analysis to other Segall Bryant's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Please note, there is a significant difference between Segall Bryant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Segall Bryant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Segall Bryant's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.