Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX)
WTCOX Price Chart
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WTCOX Fund Profile
Key details and information about Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
31 May 1991
Country
US
Description
This fund's primary objective is to deliver income that is exempt from both federal and Colorado state personal income taxes. To achieve this, it commits at least 80% of its net assets, along with any capital borrowed for investment purposes, to securities whose earnings are free from both federal and Colorado state income taxation. The portfolio predominantly consists of high-quality municipal bonds, which must be rated in one of the top three investment-grade categories by nationally recognized agencies like Moody's or Standard & Poor's at the time of acquisition. It operates with a non-diversified investment approach.
WTCOX Fund Performance
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