WTCOX Mutual Fund

WTCOX Mutual Fund (Segall Bryant & Hamill Colorado Tax Free Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $78.2M in net assets. WTCOX expense ratio is 0.65%, holding 179 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1991-05-31.

WTCOX performance shows a YTD return of 0.28%. The 1-year return is 3.06% and the 5-year return is -0.05%. WTCOX dividend yield stands at 3.56%, paid monthly.

WTCOX 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 WTCOX holdings, WTCOX sectors, or WTCOX dividends.

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