WICOX Mutual Fund

WICOX Mutual Fund (Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $229.5M in net assets. WICOX expense ratio is 0.50%, holding 148 positions across various sectors. Inception date: 2016-04-29.

WICOX performance shows a YTD return of 0.75%. The 1-year return is 4.19% and the 5-year return is 0.12%. WICOX dividend yield stands at 3.66%, paid monthly.

WICOX top holdings include Cash & Cash Equivalents (7.2%), T 1.5 01/31/27 (3.6%), United States Treasury 0.015 01/31/2027 (3.5%), CO RAMGEN 5 12/01/20 (3.5%), Colorado Housing And Finance Authority 0.0625 11/01/2055 (3.4%). Go to all WICOX holdings, WICOX sectors, or WICOX dividends.

WICOX can be compared against other funds. Use WICOX overlap to find shared positions, or WICOX vs another fund for a side-by-side view. WICOX alternatives are available via the screener, along with tax-loss harvesting opportunities.