Sbh Short Term Plus FundSBHPX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$10.7M
Expense ratio
0.49%
1-year return
+4.4%
3 years, a year
+4.9%
5 years, a year
+2.7%
Holdings
59
What it aims to do.
The Segall Bryant & Hamill Short Term Plus Fund (the Fund) seeks to provide current income and competitive total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 3.29% |
| United States Treasury Notes | 3.02% |
| Union Pacific Railroad Co. | 2.61% |
| DTE DTE Energy Co. | 2.59% |
| Pacific Gas and Electric Company | 2.37% |
| T AT&T Inc | 2.36% |
| ORLY O'Reilly Automotive Inc. | 2.30% |
| WM Waste Management, Inc. | 2.27% |
| Bank of America Corp. | 2.27% |
| Georgia-Pacific LLC | 2.23% |
More on SBHPX.
- SBHPX overview
- SBHPX holdings
- SBHPX risk
- SBHPX costs
- SBHPX money in and out
- SBHPX share classes
- Compare SBHPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.