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Segall Bryant & Hamill ColoradoTaxFr Ret WTCOX

Quantitative rating as of
  • NAV / 1-Day Return 10.54  /  0.05 %
  • Total Assets 407.7 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.91%
  • Effective Duration 6.29 years

Morningstar’s Analysis WTCOX

Will WTCOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Segall Bryant & Hamill ColoradoTaxFr Ret's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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