Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WTCOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WTCOX
WTCOX charges 0.65% annually. There are 258 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | WTCOX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WTCOX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | WTCOX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | WTCOX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | WTCOX vs FSMUX |
Best Risk-Adjusted Alternatives to WTCOX
WTCOX has a PortfoliosLab risk / return rank of 85. There are 37 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | WTCOX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | WTCOX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | WTCOX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | WTCOX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | WTCOX vs DFSMX |
Top Performing WTCOX Alternatives (YTD)
WTCOX is at 1.44% YTD. There are 277 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | WTCOX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | WTCOX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | WTCOX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | WTCOX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | WTCOX vs NPV |
Lowest Volatility Alternatives to WTCOX
WTCOX has 1.50% 1-year volatility. There are 56 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | WTCOX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | WTCOX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | WTCOX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | WTCOX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | WTCOX vs DFSMX |
Lowest Drawdown Alternatives to WTCOX
WTCOX has a 1-year max drawdown of -1.52%. There are 52 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | WTCOX vs BATVX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | WTCOX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | WTCOX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | WTCOX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | WTCOX vs ATOIX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTIBX and span 9 categories.
Often Compared With WTCOX
Investors most often compare WTCOX with ABHYX, VTEB, FCOTX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WTCOX with Any Fund or Stock
Compare WTCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WTCOX with funds that move differently
Segall Bryant & Hamill Colorado Tax Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTCOX.
Explore WTCOX Diversifiers