MENU
+Compare
SBHVX
Mutual Fund ticker: NASDAQ
AS OF
Apr 10 closing price
Price
$12.08
Change
-$0.66 (-5.18%)
Net Assets
376.32M

SBHVX Segall Bryant & Hamill Sm Cp Val Ins Forecast, Technical & Fundamental Analysis

The investment seeks long term capital appreciation... Show more

Category: #Small Blend
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VF Corp (NYSE:VFC).

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 of small-capitalization companies. It will primarily invest in common stock. The fund's manager considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Value Index, at the time of purchase.

Market Cap

The average market capitalization across the Segall Bryant & Hamill Sm Cp Val Ins MF is 4.11B. The market cap for tickers in the group ranges from 1.15B to 11.98B. RRX holds the highest valuation in this group at 11.98B. The lowest valued company is REVG at 1.15B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Sm Cp Val Ins MF was 343%. For the same stocks of the MF, the average monthly volume growth was 155% and the average quarterly volume growth was 425%

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: 35
Price Growth Rating: 70
SMR Rating: 68
Profit Risk Rating: 46
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
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
MFs / NAMEPrice $Chg $Chg %
MXLGX8.60N/A
N/A
Empower Large Cap Growth Inv
TRCPX20.12N/A
N/A
Nuveen Large Cap Value Premier
IHSVX23.31N/A
N/A
Hartford Small Company R6
MSRFX13.66N/A
N/A
Morgan Stanley Inst Next Gen Em Mkts R6
SJGAX24.97N/A
N/A
Steward Large Cap Growth A

SBHVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBHVX
1D Price
Change %
SBHVX100%
N/A
FSSNX - SBHVX
95%
Closely correlated
N/A
FTHFX - SBHVX
94%
Closely correlated
N/A
VSMAX - SBHVX
92%
Closely correlated
N/A
VSCPX - SBHVX
92%
Closely correlated
N/A
VSCIX - SBHVX
91%
Closely correlated
N/A
More