WTCOX – Segall Bryant & Hamill ColoradoTaxFr Ret Investment Strategy | Morningstar

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Strategy

The investment seeks income exempt from both federal and Colorado state personal income taxes. The fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. Under normal circumstances,a minimum of 80% of the portfolio will be rated investment-grade at the time of purchase. The fund may invest up to twenty percent (20%) of its total assets in municipal bonds rated below investment grade. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WTCOX	Segall Bryant & Hamill Colorado Tax Free Fund Retail Class	No Load	Open			May 31, 1991	$79.13M	0.650%	Above Average	$2,500	−$13.70M
WICOX	Segall Bryant & Hamill Colorado Tax Free Fund Institutional Class	Institutional	Open			Apr 29, 2016	$215.82M	0.500%	Average	$250,000	−$1.06M

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