Westcore Municipal Opportunities Fund Quote
| WITAX Fund | USD 9.65 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Westcore Municipal is trading at 9.65 as of the 24th of November 2024; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 9.67. Westcore Municipal has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Westcore Municipal Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least eighty percent of the value of its net assets, plus any borrowings for investment purposes, in municipal bonds. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the four highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moodys or Standard Poors. More on Westcore Municipal Opportunities
Moving against Westcore Mutual Fund
Westcore Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Segall Bryant & Hamill (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Municipal Opportunities [WITAX] is traded in USA and was established 24th of November 2024. Westcore Municipal is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 197.68 M in net assets with minimum initial investment of 250 K. Westcore Municipal is currently producing year-to-date (YTD) return of 3.14% with the current yeild of 0.0%, while the total return for the last 3 years was -0.93%.
Check Westcore Municipal Probability Of Bankruptcy
Instrument Allocation
Westcore Municipal Risk Profiles
| Mean Deviation | 0.1002 | |||
| Semi Deviation | 0.1571 | |||
| Standard Deviation | 0.1622 | |||
| Variance | 0.0263 |
Westcore Municipal Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Municipal financial ratios help investors to determine whether Westcore Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Westcore with respect to the benefits of owning Westcore Municipal security.
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