About WICOX
Segall Bryant & Hamill Colorado Tax Free Fund Institutional is a municipal bond mutual fund focused on generating income that is exempt from both federal and Colorado state personal income taxes. Its primary function is to invest at least eighty percent of its assets in high-quality, investment-grade municipal bonds issued by Colorado-based entities, ensuring that the fund's distributions remain tax-free for residents of Colorado. The fund is tailored for investors seeking tax-advantaged income and stability, making it particularly relevant for individuals and institutions with substantial exposure to Colorado’s tax environment. Notable features include a diverse portfolio of municipal securities, covering sectors such as utilities, education, healthcare, and transportation, with major holdings in Colorado Springs Utilities, state education loan programs, and health and housing authorities. As a non-diversified fund, it offers concentrated exposure to Colorado municipal credit, providing essential liquidity to state infrastructure and public projects, and plays a pivotal role in the local fixed income market by supporting continued investment in Colorado’s public sectors.
Fund Family Segall Bryant & Hamill
Category Muni Single State Interm
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WICOX
Share Class -institutional Class
Index Bloomberg 1-15 Y Municipal Blend TR
WICOX had a total return of 3.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.82%.
