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.
- NAV / 1-Day Return 9.95 / 0.02 %
- Total Assets 187.0 Mil
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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.