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SBHSX Segall Bryant & Hamill Intl Sm Cp Ret Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks 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, primarily common stock, of small capitalization companies located outside of the United States, including those in emerging markets. The adviser considers small capitalization companies to be companies with market capitalizations within the range of those companies included in the MSCI EAFE Small Cap Index at the time of purchase.

Market Cap

The average market capitalization across the Segall Bryant & Hamill Intl Sm Cp Ret MF is 2.92B. The market cap for tickers in the group ranges from 5.26M to 8.86B. HLI holds the highest valuation in this group at 8.86B. The lowest valued company is CCCL at 5.26M.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Intl Sm Cp Ret MF was -10%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 60
Price Growth Rating: 51
SMR Rating: 73
Profit Risk Rating: 75
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/
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SBHSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBHSX
1D Price
Change %
SBHSX100%
+0.17%
DFVQX - SBHSX
95%
Closely correlated
-0.07%
DISVX - SBHSX
95%
Closely correlated
+0.08%
KGGIX - SBHSX
43%
Loosely correlated
-0.41%
KGGAX - SBHSX
42%
Loosely correlated
-0.40%
FMNEX - SBHSX
25%
Poorly correlated
+0.08%