The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Aquila Tax-Free Trust of Oregon C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 10.48 / 0.09 %
- Total Assets 472.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.510%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Muni Single State Interm
- Credit Quality / Interest Rate Sensitivity High / Limited
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.85%
- Effective Duration 4.05 years
Morningstar’s Analysis ORTCX
Will ORTCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.