Segall Bryant & Hamill Small Cap Value Fund Retail Class (SBRVX) Research
Under ordinary market circumstances, this fund allocates a significant majority—specifically, at least 80%—of its total assets (including any capital obtained through borrowing for investment) to stocks issued by companies with smaller market values. Its portfolio will predominantly consist of common shares. The fund's management team identifies "small-capitalization companies" as those whose market size, at the point of purchase, is either consistent with or analogous to the firms featured in its designated benchmark, the Russell 2000® Value Index.
Market snapshot
- Symbol
- SBRVX
- Price
- $18.40
- Day change
- +1.55%
- Market cap
- $426.9M
- 52-week range
- 14.02-18.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX)
- FAM Small Cap Fund Investor Class (FAMFX)
- Meeder Balanced Retail (FLDFX)
- Huber Select Large Cap Value Fund Institutional Class (HULEX)
- Victory RS Small Cap Growth Fund - Class A (RSEGX)
- Victory RS Small Cap Growth Fund - Class Y (RSYEX)
- American Beacon Stephens Small Cap growth Fund Y Class (SPWYX)
Open Segall Bryant & Hamill Small Cap Value Fund Retail Class (SBRVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.