Morningstar

Segall Bryant & Hamill Mutual Funds

View all of Segall Bryant & Hamill’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Segall Bryant & Hamill Funds List

Share Class Type

1 to 25 of 28 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Segall Bryant & Hamill ColoradoTaxFrInstWICOXMuni Single State Interm—3.35%80.500%AverageInstitutional$250,000
Segall Bryant & Hamill Em Mkts InstlSBEMXDiversified Emerging Mkts22.35%61.230%HighInstitutional$250,000
Segall Bryant & Hamill Small Cap Cre RetSBHCXSmall Growth10.43%591.140%AverageNo Load$2,500
Segall Bryant &Hamill Small Cap Cre InsSBASXSmall Growth10.46%590.990%Above AverageInstitutional$250,000
Barrett Growth RetailBGRWXLarge Growth26.43%130.990%Above AverageNo Load$2,500
Segall Bryant & Hamill ColoradoTaxFr RetWTCOXMuni Single State Interm—3.25%110.650%Above AverageNo Load$2,500
Segall Bryant & Hamill Em Mkts RetlSBHEXDiversified Emerging Mkts22.32%61.380%HighNo Load$2,500
Segall Bryant & Hamill Mun Opps InstlWITAXMuni National Interm—4.20%120.500%AverageInstitutional$250,000
Segall Bryant & Hamill Plus Bond InstlWIIBXIntermediate Core-Plus Bond5.30%540.400%Below AverageInstitutional$250,000
Segall Bryant & Hamill Plus Bond RetWTIBXIntermediate Core-Plus Bond5.13%660.550%AverageNo Load$2,500
Segall Bryant & Hamill Qua Hi Yld InstWILTXHigh Yield Bond6.40%830.700%AverageInstitutional$250,000
Segall Bryant & Hamill Qua Hi Yld RetailWTLTXHigh Yield Bond6.32%850.850%Above AverageNo Load$2,500
Segall Bryant & Hamill Small Cap Gr RetWTSGXSmall Growth12.70%351.040%AverageNo Load$2,500
Segall Bryant & Hamill Small Cap GrInstlWISGXSmall Growth12.83%320.890%Below AverageInstitutional$250,000
Barrett Opportunity RetailSAOPXLarge Blend19.19%520.990%Above AverageNo Load$2,500
Segall Bryant & Hamill All Cap InstlSBHAXLarge Growth16.39%810.840%Above AverageInstitutional$250,000
Segall Bryant & Hamill All Cap RetSBRAXLarge Growth16.31%820.990%Above AverageNo Load$2,500
Segall Bryant & Hamill Glb All Cp InstWIMVXGlobal Large-Stock Blend17.44%270.740%Below AverageInstitutional$250,000
Segall Bryant & Hamill Glb All Cp RetailWTMVXGlobal Large-Stock Blend17.28%280.890%AverageNo Load$2,500
Segall Bryant & Hamill Mun Opps RetWTTAXMuni National Interm—4.08%160.650%Above AverageNo Load$2,500
Segall Bryant & Hamill Short Trm Pls InsSBAPXShort-Term Bond4.87%650.400%Below AverageInstitutional$250,000
Segall Bryant & Hamill Short Trm Pls RetSBHPXShort-Term Bond4.91%610.490%AverageNo Load$2,500
Segall Bryant & Hamill Sm Cp Val InsSBHVXSmall Blend10.99%320.990%Above AverageInstitutional$250,000
Segall Bryant & Hamill Sm Cp Val RetSBRVXSmall Blend10.86%331.140%AverageNo Load$2,500
Segall Bryant & Hamill Intl Sm Cp InsSBSIXForeign Small/Mid Value15.75%61.100%Above AverageInstitutional$250,000

Segall Bryant & Hamill Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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