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Aquila Tax-Free Fund For Utah
UTATX:US
NSDQ BX
Pending Listing
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Muni Single State Intermediate
Asset Class Focus
Fixed Income
Geographic Focus
Utah
NAV (on -)
-
Total Assets (m USD) (on 07/21/2017)
406.402
Inception Date
-
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
JT THOMPSON / TODD W CURTIS
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
-
Top Fund Holdings
| Name | Position | Value | % of Fund |
|---|---|---|---|
| 917328PR:MUN UTAH ASSOC PWR-REF | 6.38 k | 7.20 m | 1.77 |
| 917565HN:MUN UT TRN S/TAX-A | 6.92 k | 7.18 m | 1.77 |
| 264093EM:MUN DUCHESNE CO SD-BLDG | 6.25 k | 6.79 m | 1.67 |
| 480780CT:MUN JORDAN VLY WTR-B | 6.00 k | 6.72 m | 1.65 |
| 917567BV:MUN UTAH TRANSIT AUTH-REF | 5.00 k | 5.72 m | 1.41 |
| 917567BX:MUN UTAH TRANSIT AUTH-REF | 5.00 k | 5.69 m | 1.40 |
| 239019P9:MUN DAVIS CO SD-B-REF | 4.39 k | 5.06 m | 1.24 |
| 947664AV:MUN WEBER CO-SPL ASSMT | 4.12 k | 4.93 m | 1.21 |
| 91754TSZ:MUN UT CHRT SCH FIN | 4.79 k | 4.81 m | 1.18 |
| 155888BQ:MUN CENT WEBER SWR-RF-A | 4.00 k | 4.34 m | 1.07 |
Profile
Aquila Tax-Free Fund for Utah is an open-end fund incorporated in the USA. The Fund seeks a high level of current income exempt from Utah state and regular Federal income taxes as is consistent with preservation of capital.
Address
Aquila Group of Funds120 West 45th Street
Suite 3600
New York, NY 10036
USA
Phone
1-212-697-6666 Website
www.aquilafunds.com