Westcore Tax Profile

11.40
USD 0.01  0.09%
100%

Westcore Tax Summary

Westcore Tax Exempt Retail [WTCOX] is traded in USA and was established on July 16, 2018. The fund is listed under Muni Single State Interm category and is part of Segall Bryant & Hamill family. Westcore Tax Exempt Retail at this time has accumulated 278.99 M in net assets with minimum initial investment of 2.5 K. , while the total return for the last 3 years was 6.83%.
Check Westcore Tax Probability Of Bankruptcy

Instrument Allocation

Target Price Odds Analysis

Odds Below 11.4HorizonTargetOdds Above 11.4
97.17%30 days 11.40 1.74%
Based on normal probability distribution, the odds of Westcore Tax to move above current price in 30 days from now is about 1.74% (This Westcore Tax Exempt Retail probability density function shows the probability of Westcore Tax Fund to fall within a particular range of prices over 30 days) .

Westcore Tax Exempt Risk Profiles

Key Fundamentals

Westcore Tax Against Markets

Current Ratings

Westcore Tax 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
12 
Chance of
Financial Distress (0 to 100%)
1 
Equity ratings for Westcore Tax Exempt Retail are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The investment seeks income exempt from both federal and Colorado state personal income taxes. Westcore Tax is traded on NASDAQ Stock Exchange in USA. more
NameWestcore Tax Exempt Retail
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressC/O Alps Fund Services, Inc.
ExchangeNASDAQ Stock Exchange
Fund FamilySegall Bryant & Hamill
Fund CategoryMuni Single State Interm
BenchmarkDOW
Phone800 392 2673
CurrencyUSD - US Dollar
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