The investment seeks income exempt from both federal and Colorado state personal income taxes. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in investments, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agency such as Moody's or Standard & Poor's ("Rating Agencies"). The fund is non-diversified.
Fund filings (PDF) »
Kenneth Harris (Started: Jun 1, 2005)
# Contact ?>
Westcore Funds, C/O Alps Fund Services, Inc., P.o. Box 328