Segall Bryant & Hamill International Small Cap Fund

Shareclass
Segall Bryant & Hamill Intl Sm Cp Ret (SBHSX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
10.6
percentile

Universe: Groups

Group: International Equity

Ranking: 986 out of 1,102 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
11/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Helia Group Ltd
    0.58% of assets
    $446,480 invested
  • 2. Air New Zealand Ltd
    0.05% of assets
    $34,699 invested
  • 3. Contact Energy Ltd
    0.19% of assets
    $147,549 invested
  • 4. Magellan Financial Group Ltd
    0.34% of assets
    $263,287 invested
  • 5. AGL Energy Ltd
    0.37% of assets
    $281,668 invested
  • 6. Investec PLC
    0.08% of assets
    $61,874 invested
  • 7. Super Retail Group Ltd
    0.33% of assets
    $249,855 invested
  • 8. Dexus
    0.05% of assets
    $37,134 invested
  • 9. Aker Solutions ASA
    0.25% of assets
    $192,748 invested
  • 10. Charter Hall Group
    0.07% of assets
    $56,105 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Sankyu Inc
    0.47% of assets
    $359,032 invested
  • 2. Yangzijiang Shipbuilding (Holdings) Ltd
    0.44% of assets
    $338,507 invested
  • 3. Sankyo Co Ltd
    1.03% of assets
    $787,233 invested
  • 4. KDX Realty Investment Corp
    0.65% of assets
    $495,899 invested
  • 5. Electric Power Development Co Ltd
    0.54% of assets
    $414,483 invested
  • 6. Esso SAF
    0.31% of assets
    $236,166 invested
  • 7. Harel Insurance Investments & Financial Services Ltd
    0.71% of assets
    $541,234 invested
  • 8. Centuria Office REIT
    0.3% of assets
    $232,410 invested
  • 9. Japan Hotel REIT Investment Corp
    0.37% of assets
    $280,505 invested
  • 10. NGK Insulators Ltd
    0.55% of assets
    $422,206 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SBHSX at Morningstar.com
Gender Equality and Returns
Returns chart for Segall Bryant & Hamill International Small Cap Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
SBHSX
Segall Bryant & Hamill International Small Cap Fund
Family
Segall Bryant & Hamill
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SBHSX
Segall Bryant & Hamill International Small Cap Fund
Family
Segall Bryant & Hamill
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
SBHSX
Segall Bryant & Hamill International Small Cap Fund
Family
Segall Bryant & Hamill
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.37% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SBHSX - Segall Bryant & Hamill International Small Cap Fund
20%
13%
13%
4.98%
48  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
9.32%
10%
5.36%
57  / 100 points
Fund compared to benchmark
 
7.23%
3.79%
2.96%
-0.37%
9  / 100 points lower
Find more financial data on SBHSX at Morningstar.com
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