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SBHAX Segall Bryant & Hamill All Cap Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to achieve 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 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.

Market Cap

The average market capitalization across the Segall Bryant & Hamill All Cap Instl MF is 736.46B. The market cap for tickers in the group ranges from 7.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AZEK at 7.17B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill All Cap Instl MF was -13%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 53
Price Growth Rating: 44
SMR Rating: 41
Profit Risk Rating: 21
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QRMI17.000.07
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Global X NASDAQ 100® Risk Mngd Inc ETF
FIBR88.460.02
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iShares U.S. Fixed Inc Bal Rsk Sysmc ETF
IMTB44.56-0.15
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iShares Core 5-10 Year USD Bond ETF
FBND46.98-0.17
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Fidelity Total Bond ETF
UNG14.44-0.20
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United States Natural Gas

SBHAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SBHAX has been closely correlated with GFAFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBHAX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBHAX
1D Price
Change %
SBHAX100%
-0.39%
GFAFX - SBHAX
85%
Closely correlated
-0.27%
GFACX - SBHAX
85%
Closely correlated
-0.26%
GAFFX - SBHAX
80%
Closely correlated
-0.26%
FAFGX - SBHAX
80%
Closely correlated
-0.26%
FFAFX - SBHAX
80%
Closely correlated
-0.27%
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