Westcore Municipal Opportunities Fund Quote
| WITAX Fund | USD 9.63 0.01 0.10% |
PerformanceOK
| Odds Of DistressLow
|
Westcore Municipal is trading at 9.63 as of the 26th of March 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 9.64. Westcore Municipal has about a 20 % 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. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. 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. Segall Bryant is traded on NASDAQ Exchange in the United States. More on Westcore Municipal Opportunities
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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 | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Westcore Municipal Opportunities [WITAX] is traded in USA and was established 26th of March 2025. 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 1.09% with the current yeild of 0.0%, while the total return for the last 3 years was 0.84%.
Check Westcore Municipal Probability Of Bankruptcy
Instrument Allocation
Westcore Municipal Risk Profiles
| Mean Deviation | 0.1304 | |||
| Semi Deviation | 0.0548 | |||
| Standard Deviation | 0.1659 | |||
| Variance | 0.0275 |
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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