Segall Bryant & Hamill

Segall Bryant & Hamill Parent Rating

Above Average

Overall, Segall Bryant& Hamill benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

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.

Segall Bryant & Hamill Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

2.60 Bil

Investment Flows (TTM)

−413.08 Mil

Asset Growth Rate (TTM)

−15.24%

# of Share Classes

28

Market

US ETFs ex FoF ex Feeder

Total Net Assets

204.19 Mil

Investment Flows (TTM)

179.45 Mil

Asset Growth Rate (TTM)

35,841.98%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Segall Bryant & Hamill Select Equity ETF

Morningstar Mentions

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