Sbh Municipal OpportunitiesWITAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$185.0M
Expense ratio
0.50%
1-year return
+4.9%
3 years, a year
+4.2%
5 years, a year
+1.0%
Holdings
138
What it aims to do.
The Segall Bryant & Hamill Municipal Opportunities Fund (the SBH Municipal Opportunities Fund or Fund) seeks income exempt from Federal income taxes.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 5.29% |
| Ipmi 3 Llc | 4.44% |
| Utah St Hsg Corp | 2.74% |
| Tarrant Cnty Tex Cultural Ed Facs Fin Corp | 2.70% |
| Public Fin Auth Wis | 2.43% |
| Tarrant Cnty Tex Cultural Ed Facs Fin Corp | 2.43% |
| Knoxville Tenn Cmnty Dev Corp | 2.42% |
| Long Is Pwr Auth N Y | 2.35% |
| Connecticut St Health & Edl Facs Auth | 2.24% |
| Douglas Cnty Neb San & Impt Dist No 425 | 2.21% |
More on WITAX.
- WITAX overview
- WITAX holdings
- WITAX risk
- WITAX costs
- WITAX money in and out
- WITAX share classes
- Compare WITAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.