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Morningstar

Aquila Mutual Funds

View all of Aquila’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Aquila Funds List

Share Class Type

1 to 25 of 32 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Aquila Churchill Tax-Free Fund of KY YCHKYXMuni Single State Interm—−0.97%190.610%HighInstitutional—
Aquila High Income YATPYXHigh Yield Bond0.98%471.010%HighInstitutional—
Aquila Narragansett Tax-Free Income YNITYXMuni Single State Interm—−1.22%510.710%HighInstitutional—
Aquila Opportunity Growth InsATRIXMid-Cap Blend5.47%321.640%HighInstitutional—
Aquila Opportunity Growth YATGYXMid-Cap Blend5.56%321.370%HighInstitutional—
Aquila Tax-Free Fund For Utah FUTAFXMuni Single State Interm—−1.00%200.640%Above AverageNo Load—
Aquila Tax-Free Fund For Utah YUTAYXMuni Single State Interm—−0.92%150.670%HighInstitutional—
Aquila Tax-Free Trust of Arizona YAZTYXMuni Single State Interm—−1.18%430.590%Above AverageInstitutional—
Aquila Churchill Tax Free Fund of KY FCHKFXMuni Single State Interm—−1.17%400.580%Above AverageNo Load—
Aquila Churchill Tax-Free Fund of KY ACHTFXMuni Single State Interm—−1.02%220.760%Above AverageFront Load$1,000
Aquila Churchill Tax-Free Fund of KY ICHKIXMuni Single State Interm—−1.07%280.960%HighInstitutional—
Aquila High Income AATPAXHigh Yield Bond0.91%491.210%HighFront Load$1,000
Aquila High Income CATPCXHigh Yield Bond0.64%632.010%HighLevel Load$1,000
Aquila High Income InsATIPXHigh Yield Bond0.88%501.310%HighInstitutional—
Aquila Narragansett Tax-Free Income ANITFXMuni Single State Interm—−1.17%410.860%HighFront Load$1,000
Aquila Narragansett Tax-Free Income FNIFFXMuni Single State Interm—−1.23%500.680%Above AverageNo Load—
Aquila Narragansett Tax-Free Income INITIXMuni Single State Interm—−1.32%601.040%HighInstitutional—
Aquila Opportunity Growth AATGAXMid-Cap Blend5.43%321.680%HighFront Load$1,000
Aquila Opportunity Growth CATGCXMid-Cap Blend5.19%372.350%HighLevel Load$1,000
Aquila Tax-Free Fund For Utah AUTAHXMuni Single State Interm—−1.09%320.870%HighFront Load$1,000
Aquila Tax-Free Fund of Colorado ACOTFXMuni Single State Interm—−1.31%600.745%AverageFront Load$1,000
Aquila Tax-Free Fund of Colorado YCOTYXMuni Single State Interm—−1.29%580.670%HighInstitutional—
Aquila Tax-Free Trust of Arizona AAZTFXMuni Single State Interm—−1.24%530.740%AverageFront Load$1,000
Aquila Tax-Free Trust of Oregon AORTFXMuni Single State Interm—−1.21%480.700%Below AverageFront Load$1,000
Aquila Tax-Free Trust of Oregon FORFFXMuni Single State Interm—−1.25%550.520%AverageNo Load—

Aquila Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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