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Aquila Tax-Free Trust of Oregon

ORTIX:US
NASDAQ GM
Pending Listing
ORTIX:US is pending listing
USD
Fund Type
Open-End Fund
Before it's here, it's on the Bloomberg Terminal.
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Fund Type
Open-End Fund
Objective
Muni Single State Intermediate
Asset Class Focus
Fixed Income
Geographic Focus
Oregon
NAV (on -)
-
Total Assets (m USD) (on 02/21/2017)
636.962
Inception Date
-
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
8.50 k 10.22 m 1.63
9.00 k 10.06 m 1.60
11.55 k 9.98 m 1.59
8.00 k 9.48 m 1.51
9.25 k 9.42 m 1.50
7.92 k 8.59 m 1.37
6.29 k 7.17 m 1.14
6.21 k 6.83 m 1.09
5.68 k 6.82 m 1.09
5.50 k 6.52 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.
Address
Aquila Group of Funds
120 West 45th Street
Suite 3600
New York, NY 10036
USA
Phone
1-212-697-6666