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Aquila Churchill Tax-Free Fund of KY A CHTFX

Analyst rating as of
  • NAV / 1-Day Return 10.08  /  0.01 %
  • Total Assets 168.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.29%
  • Effective Duration 4.33 years

Morningstar’s Analysis CHTFX

Will CHTFX 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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