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Aquila Tax-Free Trust of Oregon C ORTCX

Quantitative rating as of
  • NAV / 1-Day Return 10.48  /  0.09 %
  • Total Assets 472.1 Mil
  • 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.

Summary

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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.

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