The firm's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.5 stars. The product lineup at Segall Bryant& Hamill has exhibited exemplary durability compared with peer asset managers when looked at over the past 10 years. Notably, its 10-year risk-adjusted success ratio stands at 65%, meaning that 65% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Despite other redeeming qualities as a firm, Segall Bryant& Hamill has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
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Offerings from Capital Group and Calvert are among the growth funds not riding Nvidia’s huge rally.