Sbh Colorado Tax Free FundWTCOX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$314.0M
Expense ratio
0.65%
1-year return
+3.3%
3 years, a year
+3.1%
5 years, a year
+0.2%
Holdings
139
What it aims to do.
The Segall Bryant & Hamill Colorado Tax Free Fund (the SBH Colorado Tax Free Fund or Fund) seeks income exempt from both federal and Colorado state personal income taxes.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 3.60% |
| Colorado Hsg & Fin Auth | 3.54% |
| Rampart Range Met Dist No 1 Colo | 3.46% |
| Colorado Hsg & Fin Auth | 3.38% |
| Colorado Springs Colo | 2.54% |
| Colorado Hsg & Fin Auth | 2.47% |
| Colorado Hsg & Fin Auth | 2.31% |
| Colorado Sch Mines | 2.25% |
| Gunnison Watershed Colo Sch Dist No Re-1j | 2.14% |
| Colorado Hsg & Fin Auth | 2.10% |
More on WTCOX.
- WTCOX overview
- WTCOX holdings
- WTCOX risk
- WTCOX costs
- WTCOX money in and out
- WTCOX share classes
- Compare WTCOX 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.