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Aquila Tax-Free Fund of Colorado Y COTYX

Analyst rating as of
  • NAV / 1-Day Return 9.95  /  0.02 %
  • Total Assets 187.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.630%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.83%
  • Effective Duration 4.17 years

Morningstar’s Analysis COTYX

Will COTYX outperform in future?

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

The departure of a veteran manager calls for a wait-and-see approach.

Associate Analyst

Summary

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The retirement of Aquila Tax-Free Fund of Colorado’s longtime portfolio manager and his influence on this straightforward approach calls for a Process downgrade to Average from Above Average; its cheapest shares retain Morningstar Analyst Ratings of Neutral, while its most expensive share class remains set at Negative.

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