UTAHX – Fund Analysis – Aquila Tax-Free Fund For Utah A | Morningstar

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Will UTAHX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UTAHX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

This fund's assets will transfer to New York Life in July 2024.

null Ken Noguchi

Ken Noguchi

Summary

Despite two recent departures, this specialty state municipal bond fund has an experienced investment team that employs a straightforward approach.

by Ken Noguchi

Rated on Apr 8, 2024 Published on Apr 8, 2024

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