Boring Investments. Excited Investors.

Institutional Quality Portfolios for Individual Investors

You have a lot of choices for your clients. With SBH’s family of mutual funds, individual investors can gain access to actively managed, institutional-level investment portfolios. Our disciplined, research-driven mutual funds may not be flashy, but your clients could be left cheering.

About Segall Bryant & Hamill

Segall Bryant & Hamill is an independent investment firm with locations in Chicago, St. Louis and Philadelphia. SBH was established in 1994, and today we employ over 75 people and manage approximately $10.7 billion* in assets for individuals and institutions across the country.

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Mutual Funds

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All Cap Fund - SBHAX
★★
Overall ratings based on risk-adjusted returns out of 1,306 Large Growth funds as of 03-31-2017.
All Cap Fund - SBHAX
★★
Overall ratings based on risk-adjusted returns out of 1,306 Large Growth funds as of 03-31-2017.
Small Cap Value Fund - SBHVX
★★★
Overall ratings based on risk-adjusted returns out of 353 Small Value funds as of 03-31-2017.
Small Cap Value Fund - SBHVX
★★★
Overall ratings based on risk-adjusted returns out of 353 Small Value funds as of 03-31-2017.
International Small Cap Fund
Class I - SBSIX
★★★★★
Overall ratings based on risk-adjusted returns out of 54 Foreign Small/Mid Value funds as of 03-31-2017.
International Small Cap Fund
Class I - SBSIX
★★★★★
Overall ratings based on risk-adjusted returns out of 54 Foreign Small/Mid Value funds as of 03-31-2017.
Emerging Markets Fund
Class I - SBEMX
★★★
Overall ratings based on risk-adjusted returns out of 629 Diversified Emerging Markets funds as of 03-31-2017.
Emerging Markets Fund
Class I - SBEMX
★★★
Overall ratings based on risk-adjusted returns out of 629 Diversified Emerging Markets funds as of 03-31-2017.

Morning Star

*10.7 billion in assets as of March 31, 2017

© 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

As of 12/31/17, SBHAX (Class I) in the Large Growth category for the three-year period received 2 stars among 1,216 Funds. As of 12/31/17, SBHVX (Class I) in the Small Blend category for the three-year period received 3 stars among 652 Funds. As of 12/31/17, SBSIX (Class I) in the Foreign Small/Mid Value category for the three-year period received 4 stars among 59 Funds. For the five-year period, SBSIX (Class I) received 5 stars among 44 Funds. As of 12/31/17, SBEMX (Class I) in the Diversified Emerging Markets category for the three-year period received 4 stars among 647 Funds. For the five-year period SBEMX (Class I) received 3 stars among 467 Funds.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings are for the share class shown only; other classes may vary. Past performance is no guarantee of future results.