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 Mutual Funds List

1 to 25 of 26 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Segall Bryant & Hamill Emerging Markets Fund Retail ClassSBHEXDiversified Emerging Mkts
27.30%290.990%Below AverageNo Load$2,500
Segall Bryant & Hamill Emerging Markets Fund Institutional ClassSBEMXDiversified Emerging Mkts
27.35%280.840%Below AverageInstitutional$250,000
Segall Bryant & Hamill Colorado Tax Free Fund Institutional ClassWICOXMuni Single State Interm—−1.87%20.500%AverageInstitutional$250,000
Segall Bryant & Hamill Small Cap Core Fund Institutional ClassSBASXSmall Growth
16.32%230.990%Above AverageInstitutional$250,000
Segall Bryant & Hamill Plus Bond Fund Institutional ClassWIIBXIntermediate Core-Plus Bond
−2.75%440.400%Below AverageInstitutional$250,000
Segall Bryant & Hamill Small Cap Core Fund Retail ClassSBHCXSmall Growth
16.26%241.140%AverageNo Load$2,500
Segall Bryant & Hamill Small Cap Value Fund Institutional ClassSBHVXSmall Value
13.62%680.990%Above AverageInstitutional$250,000
Segall Bryant & Hamill Municipal Opportunities Fund Institutional ClassWITAXMuni National Interm—−1.10%20.500%AverageInstitutional$250,000
Segall Bryant & Hamill Small Cap Growth Fund Institutional ClassWISGXSmall Growth
10.54%590.880%Below AverageInstitutional$250,000
Segall Bryant & Hamill Colorado Tax Free Fund Retail ClassWTCOXMuni Single State Interm—−1.98%30.650%Above AverageNo Load$2,500
Segall Bryant & Hamill Municipal Opportunities Fund Retail ClassWTTAXMuni National Interm—−1.10%20.650%Above AverageNo Load$2,500
Segall Bryant & Hamill Quality High Yield Fund Retail ClassWTLTXHigh Yield Bond
−0.08%700.850%Above AverageNo Load$2,500
Segall Bryant & Hamill International Small Cap Fund Institutional ClassSBSIXForeign Small/Mid Value
13.37%451.050%AverageInstitutional$250,000
Segall Bryant & Hamill Global All Cap Fund Institutional ClassWIMVXGlobal Large-Stock Growth
16.80%150.780%Below AverageInstitutional$250,000
Segall Bryant & Hamill Plus Bond Fund Retail ClassWTIBXIntermediate Core-Plus Bond
−2.93%540.550%AverageNo Load$2,500
Barrett Opportunity Fund Retail ClassSAOPXLarge Blend
10.45%700.990%Above AverageNo Load$2,500
Segall Bryant & Hamill Global All Cap Fund Retail ClassWTMVXGlobal Large-Stock Growth
16.69%150.890%AverageNo Load$2,500
Segall Bryant & Hamill International Small Cap Fund Retail ClassSBHSXForeign Small/Mid Value
13.17%471.200%AverageNo Load$2,500
Segall Bryant & Hamill Small Cap Growth Fund Retail ClassWTSGXSmall Growth
10.44%611.050%AverageNo Load$2,500
Segall Bryant & Hamill Small Cap Value Fund Retail ClassSBRVXSmall Value
13.52%701.140%AverageNo Load$2,500
Segall Bryant & Hamill Quality High Yield Fund Institutional ClassWILTXHigh Yield Bond
0.14%580.700%AverageInstitutional$250,000
Barrett Growth Fund Retail ClassBGRWXLarge Growth
2.20%910.990%Above AverageNo Load$2,500
Segall Bryant & Hamill All Cap Fund Institutional ClassSBHAXLarge Blend
17.41%90.840%HighInstitutional$250,000
Segall Bryant & Hamill All Cap Fund Retail ClassSBRAXLarge Blend
17.32%90.990%Above AverageNo Load$2,500
Segall Bryant & Hamill International Equity Fund - Institutional ClassCIEQXForeign Large Value—
14.29%330.840%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

  • Category

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

  • 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.

  • 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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