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SBHCX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Segall Bryant & Hamill Small Cap Cre Ret (SBHCX) Ownership - Who owns Segall Bryant & Hamill Small Cap Cre Ret?

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.14
Min. Initial Investment
2500.00
Fund Existence
over 5 years
Turnover
41.00
Front Load
N/A
Net Assets
78750010.00
Manager Tenure
N/A

Fundamentals

SBHCX
Net Assets
78.8M
Fund Existence
over 5 years
Turnover
41.00
Total Expense Ratio
1.14
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
14M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
742K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
86.00
Number of Net Holdings
86.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
18.73%
Gain YTD
-6.938
Annual Yield % from dividends
0.22
Returns for 1 year
-5.23
Returns for 3 years
-1.31
Returns for 5 years
62.83
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com