WTCOX Mutual Fund (Segall Bryant & Hamill Colorado Tax Free Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $87.9M in net assets. WTCOX expense ratio is 0.65%, holding 139 positions across sectors including Other, Financials, Real Estate. Inception date: 1991-05-31.

WTCOX performance shows a YTD return of 1.73%. The 1-year return is 4.96% and the 5-year return is 0.29%. WTCOX dividend yield stands at 3.48%, paid monthly.

WTCOX 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 WTCOX holdings, sector breakdown, or dividend history.

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