Aquila Tax-Free Fund of Colorado

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

#36 in Muni Single State Interm

U.S. News evaluated 68 Muni Single State Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Aquila funds

See full Muni Single State Interm rankings

See more fund rankings

Performance

The fund has returned -0.67 percent over the past year, 4.44 percent over the past three years, 4.39 percent over the past five years, and 3.38 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year -0.7%
3 Years (Annualized) 4.4%
5 Years (Annualized) 4.4%
10 Years (Annualized) 3.4%

See more COTFX performance

Summary

The investment seeks to provide the investors as high a level of current income exempt from Colorado state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Colorado state and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's average portfolio maturity has traditionally been between 6 and 12 years. The fund is non-diversified.

Fees

Fees are Below Average compared to funds in the same category.
Aquila Tax-Free Fund of Colorado has an expense ratio of 0.70 percent.

See more COTFX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more COTFX risk