Westcore Orado Tax Exempt Fund Quote
| WTCOX Fund | USD 10.48 0.01 0.1% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Westcore Colorado is trading at 10.48 as of the 24th of November 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.47. Westcore Colorado has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Westcore Orado Tax Exempt 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.
The fund will invest at least eighty percent 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. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three 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 Orado Tax Exempt
Moving against Westcore Mutual Fund
Westcore Mutual Fund Highlights
| Fund Concentration | Segall Bryant & Hamill Funds, Large Funds, Muni Single State Interm Funds, Muni Single State 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 Orado Tax Exempt [WTCOX] is traded in USA and was established 24th of November 2024. Westcore Colorado is listed under Segall Bryant & Hamill category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Segall Bryant & Hamill family. This fund at this time has accumulated 407.41 M in net assets with no minimum investment requirementsWestcore Orado Tax is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.0%, while the total return for the last 3 years was -1.14%.
Check Westcore Colorado Probability Of Bankruptcy
Instrument Allocation
Westcore Orado Tax Risk Profiles
| Mean Deviation | 0.1154 | |||
| Semi Deviation | 0.1784 | |||
| Standard Deviation | 0.19 | |||
| Variance | 0.0361 |
Westcore Colorado Against Markets
Other Information on Investing in Westcore Mutual Fund
Westcore Colorado 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 Colorado security.
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