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SBASX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$11.01
Change
-$0.73 (-6.22%)
Net Assets
78.75M

SBASX Segall Bryant &Hamill Small Cap Cre Ins Forecast, Technical & Fundamental Analysis

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

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

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

Market Cap

The average market capitalization across the Segall Bryant &Hamill Small Cap Cre Ins MF is 7.86B. The market cap for tickers in the group ranges from 3.46B to 16.12B. EME holds the highest valuation in this group at 16.12B. The lowest valued company is NPO at 3.46B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant &Hamill Small Cap Cre Ins MF was 115%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 208%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 66
Price Growth Rating: 55
SMR Rating: 55
Profit Risk Rating: 23
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

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
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SBASX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SBASX has been closely correlated with WCMNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBASX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBASX
1D Price
Change %
SBASX100%
N/A
WCMNX - SBASX
95%
Closely correlated
N/A
WCMLX - SBASX
95%
Closely correlated
N/A
NRGEX - SBASX
95%
Closely correlated
N/A
VEXPX - SBASX
93%
Closely correlated
N/A
VEXRX - SBASX
93%
Closely correlated
N/A
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