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WICOX Westcore CO Tax-Exempt Instl

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Fund WICOX Westcore CO Tax-Exempt Instl
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Annual Fees
(0.52% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 5.02%
3 YR 4.66%
5 YR 3.69%
10 YR 3.97%
The investment seeks income exempt from both federal and Colorado state personal income taxes by emphasizing investment-grade Colorado municipal bonds with intermediate maturities. 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 agency. It is non-diversified.

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