Make Your Investments a Lot Less Taxing with the Westcore Colorado Tax-Exempt Fund
Tax-sensitive? Want to reduce your tax bill? Need a quality-focused, conservative investment option to help you keep more of what you earn? Then the no-load Westcore Colorado Tax-Exempt Fund may be right for you. This Colorado municipal bond fund was created to help risk-sensitive investors keep more of their after-tax investment earnings.
Exempt from Federal & Colorado State Income Taxes, You Keep More of Your Investment Income
Now, keeping more of what you earn is easier than you think. The no-load Westcore Colorado Tax-Exempt Fund seeks to earn interest income that, factoring in the exemptions from both federal and Colorado state income taxes, is more attractive than traditional CDs or investment grade corporates.
We Focus on Quality in the Selection of Securities
The Westcore Colorado Tax-Exempt Fund seeks to invest in Colorado’s most creditworthy, quality-focused bonds issued by cities, counties and municipalities located in your own backyard – Colorado. The strong ratings of the underlying holdings reflect the above average financial strength of the issuing municipalities and their ability to generate revenues or levy taxes in order to meet their obligations. Plus, they provide valuable funding for many public projects and issues throughout your home state – such as fire protection districts, school districts, hospitals, libraries, sewer and sanitation systems and much more.
You Can Take Advantage of Our Years of Investment Experience
The Fund’s investment manager, Denver Investments, brings over 50 years of experience to the Westcore Colorado Tax-Exempt Fund. Managing assets for large institutional clients, their extensive investment experience, skills in building sound portfolios and in-depth knowledge of Colorado all help in assembling a portfolio of low-risk, double tax-exempt securities.
The Westcore Colorado Tax-Exempt Fund invests primarily in instruments issued by or on behalf of one state and generally will be more volatile and loss of principal could be greater due to state specific risk.
This material is not intended to be tax advice. The tax consequences may vary by individual taxpayer. Please consult your tax professional or financial advisor for more information with regard to your specific situation.
A portion of income may be subject to the alternative minimum tax. Income earned by non-Colorado residents will be subject to applicable state and local taxes.
An investor should consider investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. Click here for a prospectus, which contains this and other important information. Please read the prospectus carefully before investing.
Westcore Funds are distributed by ALPS Distributors, Inc.
The mountain logo together with “Westcore Funds Denver Investments” is a registered service mark of Denver Investments.