WTTAX Mutual Fund

WTTAX Mutual Fund (Segall Bryant & Hamill Municipal Opportunities Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $10.7M in net assets. WTTAX expense ratio is 0.65%, holding 138 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-12-16.

WTTAX performance shows a YTD return of 1.11%. The 1-year return is 4.85% and the 5-year return is 0.47%. WTTAX dividend yield stands at 3.63%, paid monthly.

WTTAX 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 WTTAX holdings, WTTAX sectors, or WTTAX dividends.

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