Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WTCOX
WTCOX charges 0.65% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among WTCOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | WTCOX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | WTCOX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | WTCOX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | WTCOX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | WTCOX vs FMBIX |
Best Risk-Adjusted Alternatives to WTCOX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | WTCOX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | WTCOX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | WTCOX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | WTCOX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | WTCOX vs USMTX |
Top Performing WTCOX Alternatives (YTD)
WTCOX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | WTCOX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | WTCOX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | WTCOX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | WTCOX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | WTCOX vs NQP |
Lowest Volatility Alternatives to WTCOX
WTCOX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | WTCOX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | WTCOX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | WTCOX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | WTCOX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | WTCOX vs BATVX |
Lowest Drawdown Alternatives to WTCOX
WTCOX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | WTCOX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | WTCOX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | WTCOX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | WTCOX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | WTCOX vs FHMIX |
Other Mutual Funds from Segall Bryant & Hamill
Most popular Segall Bryant & Hamill mutual funds on PortfoliosLab, across asset classes.
Often Compared With WTCOX
What investors most often compare with WTCOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century High-Yield Municipal Fund | High Yield Muni | 27 | -0.65% | Mar 30, 1998 | WTCOX vs ABHYX | |
| Vanguard Tax-Exempt Bond ETF | Municipal Bonds | 54 | -0.23% | Aug 21, 2015 | WTCOX vs VTEB | |
| Nuveen Colorado Municipal Bond Fund | Municipal Bonds | 24 | -0.61% | May 3, 1987 | WTCOX vs FCOTX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | WTCOX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | WTCOX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | WTCOX vs DCARX |
Compare WTCOX with Any Fund or Stock
Compare WTCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.