Nasdaq - Delayed Quote USD

Colorado BondShares A Tax-Exempt (HICOX)

8.73 -0.02 (-0.27%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mutual Of Omaha Investor Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Edward Jones
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • RBC Wealth Management-Advisory Eligible
  • ETrade No Load Fee
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • Robert W. Baird & Co.
  • RBC Wealth Management-Network Eligible
  • Sterne, Agee & Leach, Inc.,
  • Firstrade
  • Morgan Stanley Consulting Group Advisor
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • ING Financial Advisers - SAS Funds
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • MSWM Brokerage
  • Waddell & Reed Choice MAP Flex
  • WF MFQ Screen Updated 12/31/2016
  • Securities America Inc.
  • Vanguard Load
  • Morgan Stanley Portfolio Management
  • LPL Brokerage Availability - February 2024

Fund Summary

The manager will attempt to invest up to 100% and, except for temporary investments, will invest at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in tax-exempt bonds and other tax-exempt securities, including tax-exempt notes and tax-exempt municipal leases of the State of Colorado, its political subdivisions, municipalities and public authorities ("Tax-Exempt Obligations").

Fund Overview

Category Muni Single State Interm
Fund Family Freedom Funds
Net Assets 1.75B
YTD Return 2.05%
Yield 5.04%
Morningstar Rating
Inception Date Jun 04, 1987

Performance & Risk

YTD Return 0.69%
5y Average Return 3.45%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

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