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Segall Bryant & Hamill ColoradoTaxFr Ret (WTCOX)

10.12
-0.10
(-0.98%)
At close: 8:04:11 PM EDT
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  • Previous Close 10.22
  • YTD Return 0.23%
  • Expense Ratio 0.65%
  • 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 3.42%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.08
  • Inception Date Apr 29, 2016

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

2016-04-29

Inception Date

More about Segall Bryant & Hamill ColoradoTaxFr Ret

Performance Overview: WTCOX

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Trailing returns as of 4/8/2025. Category is Muni Single State Interm.

YTD Return

WTCOX
0.23%
Category
0.46%
 

1-Year Return

WTCOX
2.37%
Category
2.50%
 

3-Year Return

WTCOX
0.45%
Category
3.78%
 

5-Year Return

WTCOX
0.67%
Category
2.16%
 

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Recent News: WTCOX

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Research Reports: WTCOX

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