WICOX Mutual Fund
WICOX Mutual Fund
WICOX Mutual Fund
Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class
WICOX Mutual Fund Overview
WICOX Mutual Fund (Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $216.1M in net assets. WICOX expense ratio is 0.50%, holding 179 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-04-29.
WICOX performance shows a YTD return of 0.67%. The 1-year return is 3.49% and the 5-year return is 0.16%. WICOX dividend yield stands at 3.68%, paid monthly.
WICOX top holdings include Sbh Cash (13.5%), United States Treasury 1.500000% (3.3%), Colorado St Hsg Fin Auth Coshsg 11/55 Fixed 6.25 (3.1%), Colorado St Hsg Fin Auth Coshsg 11/54 Fixed 5.75 (2.9%), Colorado Springs V/R 12/01/45 (2.4%). 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.