SBAPX : Segall Bryant & Hamill Short Term Plus Fund Institutional

SBAPX is a Bond Market High Yield Bond with LOW fees.

SBAPX

Segall Bryant & Hamill Short Term Plus Fund Institutional

FI Score

39 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

39% FI Score
  • sbapx
  • Mutual Fund
  • Bond
  • High Yield Bond

Segall Bryant & Hamill Short Term Plus Fund Institutional

Expenses: 0.40% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide current income and competitive total return. The fund invests 80% or more of its assets in investment-grade debt securities-those rated in the top four rating categories by at least one nationally recognized rating agency, such as Moody's or Standard & Poor's (a "Rating Agency"). It may invest up to twenty percent (20%) of its assets in high yield securities. The fund may invest up to ten percent (10%) in non-U.S. dollar-denominated securities.

Largest Holdings

Amount Holding
2.22% United States Treasury Notes 2.25%
2.05% Canadian Pacific Railway Limited 9.45%
1.92% Mondelez International, Inc. 2.12%
1.75% Stanley Black & Decker, Inc. 2.9%
1.67% Moodys Corp 3.25%
1.67% Omnicom Group Inc 3.62%
1.63% Kraft Foods Group Inc. 3.5%
1.62% Dominion Energy Inc 2.72%
1.61% Amphenol Corporation 3.12%
1.59% HCA Inc. 4.75%
1.52% QVC, Inc. 4.38%
1.51% General Motors Financial Company Inc 4.2%
1.50% Gulf South Pipeline Company, LP 4%
1.48% US Airways Group Inc. 5.38%
1.48% Discovery Communications, LLC 4.38%
1.44% Anheuser-Busch InBev Finance Inc. 2.62%
1.43% Wec Energy Group Incorporation 3.1%
1.43% PDC Energy, Inc. 1.12%
1.38% FedEx Corporation 3.4%
1.36% Xylem, Inc. 4.88%
1.30% Ventas Realty L.P./Ventas Capital Corp. 3.25%
1.21% Teck Resources Limited 4.75%
1.17% Duke Energy Carolinas LLC 3.9%
1.12% Energen Corporation 4.62%
1.11% Spectrum Management Holding Company LLC 4%

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