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Morningstar

Aquila Tax-Free Trust of Oregon C ORTCX

Morningstar Analyst Rating
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

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ORTCX

Will ORTCX 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 ORTCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ORTCX 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 ORTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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