Segall Bryant & Hamill Quality High Yield Fund Recognized in Investor’s Business Daily 2023 Best Mutual Funds Awards

 

Investor’s Business Daily (IBD) has announced that the Segall Bryant & Hamill Quality High Yield Fund (WTLTX – retail class) received an IBD 2023 Best Mutual Funds Award within the Best U.S. Taxable Bond Funds category. This recognition was based on the Fund’s outperformance versus the Bloomberg U.S. Aggregate Bond Index for the 1-, 3-, 5-, and 10-year periods ending 12/31/22. The Fund also received this award in 2022.

The Segall Bryant & Hamill Quality High Yield Fund seeks to take advantage of inefficiencies in the high yield fixed income market by identifying overlooked non-investment grade issues that offer a measurable return advantage and meet our high-quality standards, generally leading to an emphasis on BB rated bonds1. Learn more about the fund here.

“We are proud of this recognition and believe it is a testament to the strength of our Fixed Income team and our commitment to providing our clients with strong risk-adjusted returns over time,” said Carolyn Goldhaber, President of CI Segall Bryant & Hamill Asset Management.

This year’s Best Mutual Funds Award winners for the Best U.S. Taxable Bond Funds were drawn from a universe of 777 U.S. taxable bond funds at least 10 years old, 350 of them, or 45%, won IBD Best Mutual Funds 2023 awards. The award was announced on March 23, 2023 and is for the 10-year period based on average total return. For more information on these awards, click here.

 

1Bond ratings are usually determined by at least one nationally recognized rating agency, such as Moody’s or Standard & Poor’s.

This news release does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by CI Segall Bryant & Hamill Asset Management.

Please consider the investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. To obtain a prospectus, which contains this and other important information about the Fund(s), visit https://sbhfunds.com/literature. Please read the prospectus carefully before investing.

The funds of the Segall Bryant & Hamill Trust are distributed by Ultimus Fund Distributors, LLC.

Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted. To obtain current performance as of the most recent month-end, please call (800) 392-2673.

An investment in the Funds involves risk, including possible loss of principal. Fixed income funds are subject to additional risk in that they may invest in high yield/high-risk bonds and may be subject to greater levels of liquidity risk. Additionally, investing in bonds entails interest rate risk and credit risk. In general, as prevailing interest rates rise, fixed income securities prices will fall.

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