SBASX – Segall Bryant &Hamill Small Cap Cre Ins Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-cap companies. The advisor considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Index, at the time of purchase.

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
SBHCX	Segall Bryant & Hamill Small Cap Core Fund Retail Class	No Load	Open			Dec 31, 2019	$611,848.00	1.140%	Average	$2,500	−$126,724.87
SBASX	Segall Bryant & Hamill Small Cap Core Fund Institutional Class	Institutional	Open			Dec 31, 2019	$106.37M	0.990%	Above Average	$250,000	−$6.54M

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