WITAX Mutual Fund

WITAX Mutual Fund (Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $185.0M in net assets. WITAX expense ratio is 0.50%, holding 138 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-12-16.

WITAX performance shows a YTD return of 1.19%. The 1-year return is 5.00% and the 5-year return is 0.60%. WITAX dividend yield stands at 3.77%, paid monthly.

WITAX top holdings include Treasury Note (Otr) 3.75% Oct 31, 2032 (5.3%), Ipmi 3 Llc 3.900%, Due 12/01/2028 (4.4%), Utah Hsg Corp Tems 2021 2.5%, Due 8/21/51 2.5 2051-08-21 (2.7%), Tarrant Cnty Tex Cultural Ed Facs Fin Corp Hosprev Var 01-Aug-2050 (2.7%), Public Fin Auth Wi Eductnl Fac Revenue (2.4%). Go to all WITAX holdings, WITAX sectors, or WITAX dividends.

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