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Segall Bryant & Hamill ColoradoTaxFrInst (WICOX)
10.32
+0.03
+(0.29%)
At close: 8:02:21 PM EDT
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10.29 - YTD Return 0.25%
- Expense Ratio 0.50%
- Category Muni Single State Interm
- Last Cap Gain -17.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 322.53M
- Beta (5Y Monthly) 0.80
- Yield 3.55%
- 5y Average Return --
- Holdings Turnover 45.00%
- Last Dividend 0.12
- Inception Date May 31, 1991
The fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moody's or Standard & Poor's. The fund is non-diversified.
Segall Bryant & Hamill
Fund Family
Muni Single State Interm
Fund Category
322.53M
Net Assets
1991-05-31
Inception Date
Performance Overview: WICOX
View MoreTrailing returns as of 4/28/2025. Category is Muni Single State Interm.
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