Aquila Tax-Free Fund for Utah

Scorecard
4 / 5 Stars
Lipper
3 3 3 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Fees

Updated 10.31.2013

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 10.31.2013

Maximum Fees %
Administrative
Management 0.5
Redemption

Updated 10.31.2013

Actual Fees %
12b-1 0.75
Management 0.5
Net Expense Ratio: Annual Report 1.63
Net Expense Ratio: Prospectus 1.63

Updated 03.05.2014

Total Cost Projections
3-Year $525.00
5-Year $908.00
10-Year $1,574.00

Purchase Information

Updated 10.11.2013

Minimum Investments
Initial $1,000.00
Additional
Initial IRA
Additional IRA
Initial AIP $50.00
Additional AIP