Segall Bryant & Hamill Small Cap Core Fund
Shareclass
Segall Bryant &Hamill Small Cap Cre Ins (SBASX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,485 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Segall Bryant & Hamill Small Cap Core Fund SBASX
Environment
Social
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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. Globant SA0.98% of assets$815,120 invested
- 2. Halozyme Therapeutics Inc1.16% of assets$962,548 invested
- 3. Insulet Corp1.34% of assets$1.11M invested
- 4. KBR Inc0.86% of assets$716,819 invested
- 5. Graphic Packaging Holding Co0.71% of assets$591,709 invested
- 6. The AZEK Co Inc Class A0.7% of assets$579,675 invested
- 7. Medpace Holdings Inc0.57% of assets$474,287 invested
- 8. Allegiant Travel Co0.49% of assets$408,219 invested
- 9. Gildan Activewear Inc1.6% of assets$1.33M invested
- 10. Badger Meter Inc0.32% of assets$264,174 invested
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. RBC Bearings Inc2.01% of assets$1.67M invested
- 2. Ncino Inc Ordinary Shares0.67% of assets$556,128 invested
- 3. Matador Resources Co1.69% of assets$1.4M invested
- 4. Chemed Corp1.18% of assets$976,300 invested
- 5. Silgan Holdings Inc1.78% of assets$1.48M invested
- 6. Globus Medical Inc Class A1.77% of assets$1.47M invested
- 7. United Community Banks Inc1.18% of assets$977,246 invested
- 8. Interparfums Inc0.79% of assets$652,229 invested
- 9. UFP Industries Inc0.77% of assets$636,543 invested
- 10. Coca-Cola Consolidated Inc0.53% of assets$437,890 invested
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Financial performance
Performance data provided by
Find more financial data on SBASX at Morningstar.com
Find more financial data on SBASX at Morningstar.comGender Equality and Returns
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.
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