Aquila Tax-Free Trust of Oregon Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 2 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

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.

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Performance

The fund has returned -0.90 percent over the past year, 3.90 percent over the past three years, 3.68 percent over the past five years, and 2.84 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year -0.9%
3 Years (Annualized) 3.9%
5 Years (Annualized) 3.7%
10 Years (Annualized) 2.8%

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Summary

The investment seeks as high a level of current income exempt from Oregon State and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the Trust's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Oregon 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 Trust's average portfolio maturity has traditionally been between 10 and 18 years. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Aquila Tax-Free Trust of Oregon Fund has an expense ratio of 1.56 percent.

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Risk

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

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