About SBEMX
Segall Bryant & Hamill Emerging Markets Fund Institutional Class is a mutual fund dedicated to providing investors with exposure to equities in emerging market economies. The fund primarily invests in common stocks of companies that are economically tied to emerging markets around the world, aiming for long-term capital appreciation while maintaining a reasonable level of risk to principal. Key holdings include leading technology, financial, and industrial firms such as Taiwan Semiconductor Manufacturing Company, Tencent Holdings, and Alibaba Group, reflecting the fund's emphasis on sectors driving growth across developing economies. The fund is designed for institutional investors, requiring a substantial minimum investment and featuring an expense ratio that aligns with its active management approach. Segall Bryant & Hamill’s strategy incorporates both traditional value characteristics and momentum factors, seeking to identify companies with strong fundamentals and growth potential. The fund plays a significant role for investors looking to diversify their portfolios internationally and participate in the dynamic growth of emerging markets, all while navigating unique risks such as currency fluctuations, political instability, and sector concentration.
Fund Family Segall Bryant & Hamill
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SBEMX
Share Class -institutional Class
Index MSCI EM (Emerging Markets) NR USD
SBEMX had a total return of 26.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.91%.
