The firm's lasting product shelf buoys the firm's rating. Specifically, 63% of Segall Bryant& Hamill products have both survived and beaten their respective category median on a risk-adjusted basis, demonstrated by the firm's five-year risk-adjusted success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Segall Bryant& Hamill's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.5 stars, which is about standard. Segall Bryant& Hamill has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results.
These 3 Growth Funds Don’t Own Nvidia—and Their Returns Show It
Offerings from Capital Group and Calvert are among the growth funds not riding Nvidia’s huge rally.