Colorado Bond Shares

Tax preparation service in Denver, CO (show on map)

Colorado BondShares is a mutual fund that focuses on municipal bonds primarily issued in Colorado, delivering high current yield exempt from federal and state taxes while preserving capital.

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About

Colorado BondShares is a mutual fund that focuses on municipal bonds primarily issued in the state of Colorado. The goal of the Fund is to deliver a high current yield that is exempt from federal and state taxes while preserving capital and reducing volatility.

The Fund started in 1987.

Started in 1987 - over 35 years of operation

Tax-exempt at federal and state level for Colorado residents

Focus on Colorado municipal bonds

Top 1% Lipper ranking for 10-year performance

Morningstar rating available

Services

Tax-Exempt Municipal Bond Fund

Investment in Colorado municipal bonds providing high current yield exempt from federal and state taxes.

Tax-exempt yield Colorado municipal bonds Capital preservation

Credentials & Certifications

Morningstar Rating

Lipper Ranking - Top 1% for 10-Year

Frequently Asked Questions

What is Colorado BondShares? +

Colorado BondShares is a mutual fund that focuses on municipal bonds primarily issued in Colorado. The goal is to deliver high current yield exempt from federal and state taxes while preserving capital and reducing volatility.

When did Colorado BondShares start? +

The Fund started in 1987 and has been helping investors reach their financial goals since then.

What is the fund's ticker symbol? +

The fund ticker is HICOX.

What is the minimum investment? +

The minimum investment is $500.

What states can purchase this fund? +

The fund can only be purchased by residents of Arizona, California, Colorado, Michigan, Nebraska, New Mexico, North Dakota, Texas, Utah, Virginia, and Wyoming.