TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Aquila Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Aquila Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Aquila Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Aquila Funds.
This page includes relevant dividend information on Aquila Funds.
The table below illustrates valuable information regarding the primary fund manager for Aquila Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Aquila Funds.
This list includes asset allocation proportions of the underlying holdings for Aquila Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Hawaiian Tax Free Trust | A (HULAX) | U.S. Investment-Grade Bond | $654.42 | 5.33% | 48.34% | 0.85% | 8.96 |
| Aquila Tax-Free Trust of Oregon | A (ORTFX) | U.S. Investment-Grade Bond | $623.17 | 3.62% | 73.87% | 0.70% | 8.91 |
| Aquila Tax-Free Fund for Utah | A (UTAHX) | U.S. Investment-Grade Bond | $411.90 | 6.81% | 26.49% | 0.89% | 10.17 |
| Aquila Tax-Free Fund For Utah | Other (UTAFX) | U.S. Investment-Grade Bond | $411.90 | 6.07% | 38.59% | 0.68% | 10.17 |
| Aquila Three Peaks Opportunity Growth Fund | A (ATGAX) | U.S. Mid-Cap Growth Equity | $312.81 | 20.02% | 33.04% | 1.41% | 9.13 |
| Aquila Tax-Free Fund of Colorado | A (COTFX) | U.S. Investment-Grade Bond | $267.27 | 3.12% | 79.63% | 0.72% | 32.55 |
| Aquila Tax Free Trust of Arizona Fund | A (AZTFX) | U.S. Investment-Grade Bond | $264.74 | 3.65% | 73.15% | 0.73% | 2.66 |
| Aquila Narragansett Tax-Free Income Fund | A (NITFX) | U.S. Investment-Grade Bond | $241.02 | 4.00% | 69.01% | 0.86% | 18.93 |
| Aquila Churchill Tax Free Fund of Kentucky | A (CHTFX) | U.S. Investment-Grade Bond | $183.75 | 3.54% | 74.77% | 0.79% | 8.1 |
| Aquila Three Peaks High Income Fund | Inst (ATPYX) | U.S. Below-Investment-Grade Bond | $170.33 | 6.21% | 21.32% | 0.94% | 13.51 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Aquila is a company that sells mutual funds with $3,541M in assets under management. The average expense ratio from all mutual funds is 0.99%. 48.57% of all the mutual funds are no load funds. The oldest fund launched was in 1985. The average manager tenure for all managers at Aquila is 8.46 years. The company offers investors 10 mutual funds, in terms of the number of individual fund symbols.
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