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SBHCX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$12.95
Change
-$0.03 (-0.23%)
Net Assets
98.31M

SBHCX Segall Bryant & Hamill Small Cap Cre Ret 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 Ret MF is 10.17B. The market cap for tickers in the group ranges from 4.73B to 28.35B. EME holds the highest valuation in this group at 28.35B. The lowest valued company is NPO at 4.73B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Small Cap Cre Ret MF was -5%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -47%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 100
Price Growth Rating: 52
SMR Rating: 100
Profit Risk Rating: 26
Seasonality Score: -50 (-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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SBHCX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBHCX
1D Price
Change %
SBHCX100%
N/A
NRGEX - SBHCX
95%
Closely correlated
N/A
WCMNX - SBHCX
95%
Closely correlated
N/A
WCMLX - SBHCX
95%
Closely correlated
N/A
VSGIX - SBHCX
92%
Closely correlated
N/A
VISGX - SBHCX
92%
Closely correlated
N/A
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