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Aquila Tax-Free Fund For Utah Y UTAYX

Analyst rating as of
NAV / 1-Day Return
9.61  /  0.32 %
Total Assets
346.7 Mil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
High
Longest Manager Tenure
13.16 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
2.26%
Effective Duration
5.24 years

Morningstar’s Fund Analysis UTAYX

Will UTAYX 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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