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Morningstar

Segall Bryant & Hamill ColoradoTaxFr Ret WTCOX

Morningstar Analyst Rating
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

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis WTCOX

Will WTCOX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTCOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WTCOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WTCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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