The team at the helm of Aquila Tax-Free Fund for Utah takes a straightforward approach to building this portfolio. While the team is experienced, it's small compared with better-resourced rivals, That, along with high fees, limit its Morningstar Analyst Rating to Neutral on its cheapest share classes, while its most-expensive share classes are rated Negative.
Will UTACX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UTACX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the UTACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of UTACX’s parent organization’s priorities and whether they’re in line with investors’ interests.