WITAX Mutual Fund

WITAX Mutual Fund (Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class) is managed by Segall Bryaant & Hamill Asset management with $217.1M in net assets. WITAX expense ratio is 0.50%, holding 171 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-12-16.

WITAX performance shows a YTD return of 1.31%. The 1-year return is 2.04% and the 5-year return is 0.80%. WITAX dividend yield stands at 3.93%, paid monthly.

WITAX top holdings include Sbh Cash (5.9%), Us Treasury N/B 07/27 3.875 (5.3%), Ipmi 3 Llc 3.900%, Due 12/01/2028 (4.4%), CALIFORNIA STATEWIDE CMNTYS DEV AUTH MULTIFAMILY HSG REV 4.25% (2.5%), Utah Hsg Corp Tems 2021 2.5%, Due 8/21/51 2.5 2051-08-21 (2.5%). 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.