WTTAX – Segall Bryant & Hamill Mun Opps Ret Investment Strategy | Morningstar

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Strategy

The investment seeks income exempt from Federal income taxes. Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in municipal bonds. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the four highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moody's or Standard & Poor's. The fund may invest up to thirty percent (30%) of its total assets at the time of purchase in municipal bonds rated below investment grade (commonly referred to as "junk" bonds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WTTAX	Segall Bryant & Hamill Municipal Opportunities Fund Retail Class	No Load	Open			Dec 16, 2016	$10.13M	0.650%	Above Average	$2,500	−$674,605.57
WITAX	Segall Bryant & Hamill Municipal Opportunities Fund Institutional Class	Institutional	Open			Dec 16, 2016	$180.04M	0.500%	Average	$250,000	$11.21M

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