WTTAX Mutual Fund
WTTAX Mutual Fund
WTTAX Mutual Fund
Segall Bryant & Hamill Municipal Opportunities Fund Retail Class
WTTAX Mutual Fund Overview
WTTAX Mutual Fund (Segall Bryant & Hamill Municipal Opportunities Fund Retail Class) is managed by Segall Bryaant & Hamill Asset management with $9.9M in net assets. WTTAX expense ratio is 0.65%, holding 182 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2016-12-16.
WTTAX performance shows a YTD return of 1.01%. The 1-year return is 4.00% and the 5-year return is 0.48%. WTTAX dividend yield stands at 3.67%, paid monthly.
WTTAX top holdings include Sbh Cash (5.4%), Us Treasury N/B 07/27 3.875 (5.0%), Ipmi 3 Llc 3.900%, Due 12/01/2028 (4.2%), Utah Hsg Corp Tems 2021 2.5%, Due 8/21/51 2.5 2051-08-21 (2.5%), Decatur Tex Indpt Sch Dist 5% (2.3%). 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.