Segall Bryant & Hamill Trust Files Proxy Materials
| Field | Detail |
|---|---|
| Company | Segall Bryant & Hamill Trust |
| Form Type | DEFA14A |
| Filed Date | May 21, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, mutual-fund, filing-update
TL;DR
SBH Trust filed proxy docs for All Cap Fund. Check your mail.
AI Summary
Segall Bryant & Hamill Trust filed a Definitive Additional Materials proxy statement on May 21, 2025. This filing relates to the Segall Bryant & Hamill All Cap Fund, including its Retail Class (SBRAX) and Institutional Class (SBHAX). The trust was formerly known as Westcore Trust, Westcore Funds Inc., and Sunmont West Fund Inc.
Why It Matters
This filing provides shareholders with important information regarding the Segall Bryant & Hamill Trust, which may influence their voting decisions on matters presented by the company.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a mutual fund, not indicating any unusual financial distress or significant corporate events.
Key Players & Entities
- Segall Bryant & Hamill Trust (company) — Registrant
- Segall Bryant & Hamill All Cap Fund (company) — Fund
- SBRAX (company) — Ticker Symbol for Retail Class
- SBHAX (company) — Ticker Symbol for Institutional Class
- Westcore Trust (company) — Former Company Name
- Westcore Funds Inc. (company) — Former Company Name
- Sunmont West Fund Inc. (company) — Former Company Name
- 20250521 (date) — Filing Date
FAQ
What type of filing is this?
This is a Definitive Additional Materials filing under Schedule 14A, indicating it's a proxy statement.
Who is the registrant for this filing?
The registrant is Segall Bryant & Hamill Trust.
What specific fund is mentioned in the filing?
The Segall Bryant & Hamill All Cap Fund is mentioned, including its Retail Class (SBRAX) and Institutional Class (SBHAX).
When was this filing made?
The filing was made on May 21, 2025.
What were some of the former names of the registrant?
The registrant was formerly known as Westcore Trust, Westcore Funds Inc., and Sunmont West Fund Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on May 21, 2025 regarding Segall Bryant & Hamill Trust.