CO BdShs-A Tx-Ex (HICOX.O)

At A Glance

You hold HICOX.O in 0 portfolios

Net Asset Value

9.05USD

 0.01 +0.08%

11/20/2017

Category
General Tax-Exempt
YTD Return (Cumulative)
 5.92%
Classification
Other States Muni
5 Year Return (Annualized)
 3.94%
Manager Benchmark
Lipper Oth St Mun IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 HICOX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyFreedom Funds Management Company
Inception Date06/08/1987
Portfolio Turnover17%
Dividend Yield--
Fund ManagerFred R. Kelly, Jr.
Manager Tenure1990
Freedom Funds Management Company
1200 17th Street
Denver, CO 80202

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.55%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$500
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to maximize income exempt from federal income tax and Colorado personal income tax consistent with preservation of capital. The Fund also seeks opportunities for capital appreciation.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
250
Consistent Return
 
250
Capital Preservation
 
5772
Low Expense
 
256
Tax Efficiency (U.S. only)
 
250

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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