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Aquila Tax-Free Trust of Oregon

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ORTIX:US
NASDAQ GM
Pending Listing
ORTIX:US is pending Listing
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Muni Single State Long
Asset Class Focus
Fixed Income
Geographic Focus
Oregon
NAV (on -)
-
Total Assets (m USD) (on 08/28/2015)
576.072
Inception Date
01/30/1998
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
CHRISTOPHER JOHNS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.15%
Current Mgmt Fee
0.40%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
MEDFORD HOSP-REF-ASAN 9.00 k 10.19 m 1.81
CLACKAMAS SD #12 CONV 9.25 k 10.01 m 1.77
OR DEPT OF TRANS-A 8.00 k 9.48 m 1.68
OR SCIENCE UNV CAB-A 11.55 k 9.47 m 1.68
PORTLAND CMNTY CLG 7.92 k 8.97 m 1.59
CLACKAMAS SD #12 CONV 8.00 k 8.66 m 1.54
OR ST DEPT OF ADMIN 6.29 k 7.48 m 1.33
OR ST DEPT ADMIN-RF-F 6.21 k 7.19 m 1.27
EUGENE ELEC-REF 5.64 k 6.21 m 1.10
FST GROVE STD OAK TRE 5.72 k 5.88 m 1.04
Profile
Aquila Tax-Free Trust of Oregon is an open-end fund incorporated in the USA. The Fund's objective is to provide as high a level of current income exempt from Oregon state and regular Federal income taxes as is consistent with preservation of capital. The Fund invests in tax-free municipal obligations which pay interest exempt from Oregon state and regular Federal income taxes.
ADDRESS
Aquila Group of Funds
120 West 45th Street
Suite 3600
New York, NY 10036
USA
PHONE
1-212-697-6666