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Aquila Churchill Tax-Free Fund of KY C CHKCX

Analyst rating as of
NAV / 1-Day Return
9.94  /  0.00 %
Total Assets
171.2 Mil
Adj. Expense Ratio
1.630%
Expense Ratio
1.630%
Fee Level
High
Longest Manager Tenure
10.67 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.23%
Effective Duration
4.28 years

Morningstar’s Analysis

Will CHKCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A straightforward tax-free strategy for the Bluegrass State.

Senior Analyst

Summary

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Aquila Churchill Tax-Free Strategy of Kentucky plies a straightforward process with lean resources. The strategy invests exclusively in investment-grade bonds issued by Kentucky municipalities while eschewing territory debt like Puerto Rico bonds. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes and Negative on its most expensive share class.

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