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.
- NAV / 1-Day Return 10.09 / 0.01 %
- Total Assets 168.1 Mil
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Adj. Expense Ratio
- Expense Ratio 0.610%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Muni Single State Interm
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 0
- Status Open
- TTM Yield 2.44%
- Effective Duration 4.33 years
Morningstar’s Analysis CHKYX
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