Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
8.87
0.00
0%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Colorado Bond Shares A Tax Exempt Fund (HICOX)
Add to/Remove from a Portfolio
Add to Watchlist
Colorado BondShares A Tax-Exempt
8.87
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
HICOX Overview
On this page you'll find an in-depth profile of Colorado Bond Shares A Tax Exempt Fund. Learn about the key management, total assets, investment strategy and contact information of HICOX among other information.
Investment Strategy
The investment seeks to maximize income that is exempt from both federal and Colorado state income taxes while simultaneously preserving capital; it also seeks opportunities for capital appreciation. 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").
Contact Information
Address
17th Street Suite 1000
Denver,CO 80202
United States
Denver,CO 80202
United States
Phone
(800) 572-0069
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Fred R. Kelly | President, Secretary, Treasurer | 1990 | Now |
| Biography | Fred R. Kelly, Jr., is President, Secretary Treasurer and Portfolio Manager of the Freedom Funds Management Company. Mr. Kelly is also a registered representative of Smith Hayes Financial Services Corporation. For 10 years preceding his appointment as portfolio manager, Mr. Kelly worked for the investment banking firm of Hanifen, Imhoff Inc. (“Hanifen”) and specialized in the area of tax-exempt public finance, serving as financial adviser and investment banker for public entities primarily in the Rocky Mountain region. More recently, Mr. Kelly has been actively involved in the restructuring of financially troubled projects, has acted as a financial consultant. Prior to joining Hanifen, Mr. Kelly was employed for six years by the U.S. Treasury Department, Comptroller of the Currency, as a Senior Field Examiner. Mr. Kelly is a past director of the Colorado Municipal Bond Dealers Association and currently serves as a director of First National Bancshares, Inc., Carbon County Holding Company, Rawlins National Bank, Cowboy State Bank and is President of Carbon County Holding Company. Mr. Kelly pursued his undergraduate study at the University of Wyoming in Laramie, receiving his bachelor’s degree in Accounting with emphasis in Finance. Subsequently, he attended Northwestern University in Evanston, Illinois, where he completed his postgraduate work in banking. | ||
| Arthur J. Limmer | - | 1987 | 1990 |
Write your thoughts about Colorado Bond Shares A Tax Exempt Fund
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review