Aquila Tax-Free Fund for Utah

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 2.53 2.53
Stocks 0.0 0.0
Bonds 97.47 97.47
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Twin Creeks Utah Spl Svc Dist 10% 3.13
Utah Tran Auth 5% 2.12
Utah Assd Mun Pwr Sys Rev Rev Ref B 5% 1.99
Utah St Charter Sch Fin Auth 7.25% 1.98
Utah St Charter Sch Fin Auth 1.96
Jordan Vy Wtr Conservancy Dist 5% 1.85
Texas St G O Mobil 5% 1.51
Utah St Charter Sch Fin Auth 6.75% 1.43
Weber Cnty Utah Spl Assmt Spl Assm 5.75% 1.3
Central Weber Utah Swr Impt Di Swr Im 5% 1.21

Bond Ratings (%)

Updated 03.31.2014

Sector UTAHX
AAA 13.43
AA 47.4
A 21.95
BBB 3.43
BB 0.0
B 0.0
Below B 0.0
Other 13.79