Kenneth Harris - Westcore Tax Insider

Westcore Tax Exempt Retail -- USA Fund  

USD 11.56  0.02  0.17%

Fund Manager since June 1, 2005

Kenneth A. Harris is a partner and portfolio manager and an analyst on the Fixed Income team. Prior to joining the firm in 2000 Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
  Money Manager Since 2005  CFA    

Management Performance (%)

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Found 2 records

One Year Return

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Fund Summary

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 investmentgrade quality municipal bonds that are rated in one of the three highest investmentgrade categories at the time of purchase by one or more nationally recognized rating agency. It is nondiversified.The fund is listed under Muni Single State Interm category and is part of Westcore family.

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Top Management

Westcore Tax Exempt Leadership Team
Kenneth Harris, Money Manager, CFA

Fund Performance

Westcore Tax Performance Indicators