The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), JPMorgan Chase & Co (NYSE:JPM).
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of the value 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 invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are not favorable).
The average market capitalization across the Segall Bryant & Hamill Glb All Cp Inst MF is 483.43B. The market cap for tickers in the group ranges from 10.76B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is RGA at 10.76B.
The average weekly volume growth across all stocks in the Segall Bryant & Hamill Glb All Cp Inst MF was 141%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 50
Price Growth Rating: 36
SMR Rating: 46
Profit Risk Rating: 22
Seasonality Score: 4 (-100 ... +100)