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Aquila Churchill Tax-Free Fund of KY A CHTFX

Morningstar Medalist Rating
Medalist Rating as of | See Aquila Investment Hub
  • NAV / 1-Day Return 9.90  /  +0.02 %
  • Total Assets 152.0 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above 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 2.36%
  • Effective Duration 4.08 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CHTFX

Will CHTFX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHTFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHTFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CHTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ceasing coverage in July 2024.

null Ken Noguchi

Ken Noguchi

Summary

Aquila Churchill Tax-Free Fund of Kentucky’s lean but experienced investment team plies a straightforward approach to this specialty state municipal-bond fund.

by Ken Noguchi
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