Aquila Tax-Free Trust of Oregon Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.7 1.7
Stocks 0.0 0.0
Bonds 98.3 98.3
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
Clackamas Cnty Ore Sch Dist 2.01
Medford Ore Hosp Facs Auth 5.5% 2.01
Oregon Health Sciences Univ Re Insur 1.84
Portland Ore Cmnty College Dis Go Bds 5% 1.77
Clackamas Cnty Ore Sch Dist 1.74
Oregon St Dept Administrative Lott 5.25% 1.71
Oregon St Dept Administrative Go Oreg 5% 1.49
Deschutes & Jefferson Cntys Or Go Bds 6% 1.21
Eugene Ore Elec Util Rev Elec 5% 1.21
Forest Grove Ore Stud Hsg R Rev Bds 5.5% 1.13

Bond Ratings (%)

Updated 03.31.2014

Sector ORTFX
AAA 16.43
AA 59.5
A 16.38
BBB 5.8
BB 0.0
B 0.0
Below B 0.0
Other 1.88