MENU

WICOX Segall Bryant & Hamill ColoradoTaxFrInst Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks income exempt from both federal and Colorado state personal income taxes. The fund will invest at least eighty percent (80%) 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 Moody's or Standard & Poor's. The fund is non-diversified.
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category MuniSingleStateInterm

Profile
Fundamentals
Details
Category
Muni Single State Interm
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EPGAX22.150.09
+0.41%
Fidelity Advisor Equity Growth A
CIVGX17.640.07
+0.40%
American Funds International Vntg 529-F2
MIINX16.020.06
+0.38%
BNY Mellon International Inv
OASGX11.86N/A
N/A
Optimum Small-Mid Cap Growth A
MMQLX9.15N/A
N/A
MassMutual Small Cap Val Eq Adm

WICOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WICOX has been closely correlated with ORTFX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if WICOX jumps, then ORTFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WICOX
1D Price
Change %
WICOX100%
N/A
ORTFX - WICOX
89%
Closely correlated
N/A
ORTYX - WICOX
88%
Closely correlated
-0.10%
UVAIX - WICOX
85%
Closely correlated
N/A
KYTFX - WICOX
83%
Closely correlated
N/A
HICOX - WICOX
72%
Closely correlated
+0.02%
More