SBSIX – Segall Bryant & Hamill Intl Sm Cp Ins Investment Strategy | Morningstar

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Strategy

The investment seeks 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, primarily common stock, of small capitalization companies located outside of the United States, including those in emerging markets. The adviser considers small capitalization companies to be companies with market capitalizations within the range of those companies included in the MSCI EAFE Small Cap 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
SBHSX	Segall Bryant & Hamill International Small Cap Fund Retail Class	No Load	Open			Jun 30, 2014	$8.21M	1.200%	Average	$2,500	−$175,513.08
SBSIX	Segall Bryant & Hamill International Small Cap Fund Institutional Class	Institutional	Open			May 31, 2011	$76.11M	1.050%	Average	$250,000	−$15.82M

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