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Aquila Tax-Free Fund For Utah C UTACX

Analyst rating as of
NAV / 1-Day Return
10.65  /  0.09 %
Total Assets
495.0 Mil
Adj. Expense Ratio
1.680%
Expense Ratio
1.680%
Fee Level
High
Longest Manager Tenure
11.53 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.15%
Effective Duration
4.59 years
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Morningstar’s Analysis

Will UTACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A muni fund for Utah-based investors.

Summary

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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.

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