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Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX)

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10.54 +0.02    +0.19%
29/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 107.54M
Type:  Fund
Market:  United States
Issuer:  Westcore
Asset Class:  Equity
Westcore CO Tax-Exempt Retail 10.54 +0.02 +0.19%

WTCOX Overview

 
Find basic information about the Segall Bryant & Hamill Colorado Tax Free Fund Retail Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WTCOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.74%
Prev. Close10.52
Risk Rating
TTM Yield3.33%
ROEN/A
IssuerWestcore
Turnover13%
ROAN/A
Inception Date33389
Total Assets107.54M
Expenses0.65%
Min. Investment2,500
Market CapN/A
CategoryMuni Single State Interm
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Segall Bryant & Hamill Colorado Tax Free Fund Retail Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 1003 1091 965 1027 1198
Fund Return 1.88% 0.29% 9.13% -1.19% 0.53% 1.82%
Place in category 9 34 40 82 41 23
% in Category 7 30 33 74 35 22

Top Funds for Muni Single State Interm Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Colorado BondShares A Tax-Exempt 1.84B 6.62 3.43 4.47
  Dupree KY Tax-Free Income 741M 0.48 -0.71 1.82
  USAA VA Bond 490.43M 1.45 -0.57 1.95
  Hawaiian Tax-Free A 381.27M 0.80 -0.85 1.00
  Commerce MO Tax-Free Int Bd 240.27M -0.28 -0.47 1.86

Top Holdings

Name ISIN Weight % Last Change %
COLORADO ST ED LN PROG 5% - 3.69 - -
COLORADO HEALTH FACS AUTH REV 3.2% - 3.50 - -
RAMPART RANGE MET DIST NO 1 COLO LTD TAX SUPPORTED & SPL REV 5% - 3.38 - -
COLORADO HEALTH FACS AUTH REV 3.2% - 3.04 - -
BERTHOUD COLO CTFS PARTN 4% - 2.56 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Neutral
Technical Indicators BUY Neutral BUY
Summary Buy Neutral Neutral
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