CIQRX – Segall Bryant & Hamll Intl Eq Retl Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, primarily common stock, of companies located outside of the United States. The fund manager will allocate its assets among various regions and countries including those in emerging markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIQRX	Segall Bryant & Hamill International Equity Fund - Retail Class	No Load	Open	—		Dec 8, 2023	$4,544.00	0.990%	Above Average	$2,500	$17.40
CIEQX	Segall Bryant & Hamill International Equity Fund - Institutional Class	Institutional	Open	—		Dec 8, 2023	$15.87M	0.840%	Average	$250,000	−$299,743.84

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