About SBHEX
Segall Bryant & Hamill Emerging Markets Fund-Retail Class is an open-end mutual fund designed to provide investors with access to growth opportunities in global emerging markets. The fund primarily seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of companies that are either domiciled in, or have significant economic ties to, emerging market countries. Its portfolio is broadly diversified across sectors and geographies, with notable allocations to countries such as China, Taiwan, India, and South Korea. Key holdings include globally recognized firms like Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Alibaba Group, and Infosys, reflecting an orientation toward large, influential emerging market corporations. The fund benchmarks its performance against indices like the MSCI Emerging Markets Index and the MSCI ACWI ex-USA Investable Market Index, aiming to capture the dynamic growth potential offered by developing economies while managing associated risks such as currency, political, and sector concentration volatility. This fund is tailored for investors seeking diversified exposure to emerging market equities through a professionally managed vehicle.
Fund Family Segall Bryant & Hamill
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SBHEX
Share Class -retail Class
Index MSCI EM (Emerging Markets) NR USD
SBHEX had a total return of 38.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.03%.
