Aquila Tax-Free Trust of Oregon Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.16 1.16
Stocks 0.0 0.0
Bonds 98.84 98.84
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 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
Clackamas Cnty Ore Sch Dist 1.99
Medford Ore Hosp Facs Auth 5.5% 1.94
Oregon Health Sciences Univ Re Insur 1.81
Portland Ore Cmnty College Dis Go Bds 5% 1.74
Clackamas Cnty Ore Sch Dist 1.73
Oregon St Dept Administrative Lott 5.25% 1.68
Oregon St Dept Administrative Go Oreg 5% 1.49
Deschutes & Jefferson Cntys Or Go Bds 6% 1.22
Eugene Ore Elec Util Rev Elec 5% 1.2
Portland Ore Econ Dev Rev Ref Bds 6.5% 1.12

Bond Ratings (%)

Updated 12.31.2013

Sector ORTFX
AAA 16.31
AA 60.17
A 16.02
BBB 5.69
BB 0.0
B 0.0
Below B 0.0
Other 1.81