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Aquila Tax-Free Fund For Utah

UTATX:US
NASDAQ GM
Pending Listing
UTATX: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
Utah
NAV (on -)
-
Total Assets (m USD) (on 04/23/2018)
397.890
Inception Date
-
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
JT THOMPSON / TODD W CURTIS
Front Load Fee
2.50%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
0.25%
Current Mgmt Fee
0.50%
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
917565HN:MUN
UT TRN S/TAX-A
6.92 k 6.97 m 1.75
917328PR:MUN
UTAH ASSOC PWR-REF
6.38 k 6.93 m 1.74
480780CT:MUN
JORDAN VLY WTR-B
6.00 k 6.56 m 1.64
917567BV:MUN
UTAH TRANSIT AUTH-REF
5.00 k 5.62 m 1.41
917567BX:MUN
UTAH TRANSIT AUTH-REF
5.00 k 5.58 m 1.40
239019P9:MUN
DAVIS CO SD-B-REF
4.39 k 4.85 m 1.22
91754TSZ:MUN
UT CHRT SCH FIN
4.79 k 4.79 m 1.20
947664AV:MUN
WEBER CO-SPL ASSMT
4.11 k 4.73 m 1.19
155888BQ:MUN
CENT WEBER SWR-RF-A
4.00 k 4.25 m 1.06
938718F6:MUN
WASHINGTON SD-B-REF
3.02 k 3.56 m 0.89
Profile
Aquila Tax-Free Fund for Utah 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 Municipal Trust
120 West 45th Street, Suite 3600
New York, New York 10036
Phone
-
Website
-