Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX)
Segall Bryant & Hamill Colorado Tax Free Fund Retail Class operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $9.93, down 0.30% on the session, giving a market capitalisation of $312.7M. Its beta of 0.70 implies it has historically moved less than the broad market.
This fund's primary objective is to deliver income that is exempt from both federal and Colorado state personal income taxes. To achieve this, it commits at least 80% of its net assets, along with any capital borrowed for investment purposes, to securities whose earnings are free from both federal and Colorado state income taxation. The portfolio predominantly consists of high-quality municipal bonds, which must be rated in one of the top three investment-grade categories by nationally recognized agencies like Moody's or Standard & Poor's at the time of acquisition. It operates with a non-diversified investment approach.
Segall Bryant & Hamill Colorado Tax Free Fund Retail Class is most often compared with the following Financial Services names: