SBRAX – Segall Bryant & Hamill All Cap Ret 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 (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will primarily invest in common stock of companies traded on U.S. exchanges with market capitalization in excess of $1 billion.

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
SBRAX	Segall Bryant & Hamill All Cap Fund Retail Class	No Load	Open			Dec 9, 2019	$861,526.00	0.990%	Above Average	$2,500	−$722,865.32
SBHAX	Segall Bryant & Hamill All Cap Fund Institutional Class	Institutional	Open			Jul 31, 2013	$44.24M	0.840%	High	$250,000	−$53.14M

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