WICOX Mutual Fund

WICOX Mutual Fund (Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $226.9M in net assets. WICOX expense ratio is 0.50%, holding 139 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-04-29.

WICOX performance shows a YTD return of 1.80%. The 1-year return is 5.18% and the 5-year return is 0.44%. WICOX dividend yield stands at 3.60%, paid monthly.

WICOX top holdings include United States Department 1.5% 2027-01-31 (3.6%), Colorado St Hsg Fin Auth Coshsg 11/55 Fixed 6.25 (3.5%), Rampart Range Metropolitan District 1, Lone Tree, Colorado, Limited Tax Supported And Special Revenue Bonds, Refunding & Improvement Series 2017 (3.5%), Colorado St Hsg Fin Auth Coshsg 11/54 Fixed 5.75 (3.4%), Colorado Springs V/R 12/01/45 (2.5%). View all WICOX holdings, sector breakdown, or dividend history.

WICOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WICOX alternatives are available via the screener, along with tax-loss harvesting opportunities.