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Aquila Tax-Free Fund For Utah C UTACX

Analyst rating as of | See Aquila Investment Hub
  • NAV / 1-Day Return 9.80  /  0.19 %
  • Total Assets 339.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.630%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.28%
  • Effective Duration 4.86 years

Morningstar’s Analysis UTACX

Will UTACX outperform in future?

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

A muni strategy for Utah-based investors.

Senior Analyst

Summary

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Aquila Tax-Free Fund for Utah plies a straightforward approach but has experienced some turnover on its already small team. After factoring in high fees, the strategy earns a Morningstar Analyst Rating of Neutral on its cheapest share classes, while its most-expensive share class earns a Negative.

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