AZTFX : Aquila Tax-Free Trust of Arizona Class A

AZTFX is a Bond Market Municipal Bond with MODERATE fees.

AZTFX

Aquila Tax-Free Trust of Arizona Class A

FI Score

42 /100

Expense Ratio Rating

5 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

42% FI Score
  • aztfx
  • Mutual Fund
  • Bond
  • Municipal Bond

Aquila Tax-Free Trust of Arizona Class A

Expenses: 0.73% (Better than 1% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide the investors as high a level of current income exempt from Arizona 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 Arizona 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 weighted average maturity has traditionally been between 5 and 15 years. The fund is non-diversified.

Largest Holdings

Amount Holding
2.46% ARIZONA HEALTH FACS AUTH HOSP SYS REV 5%
2.10% PHOENIX ARIZ CIVIC IMPT CORP ARPT REV 4%
1.97% ARIZONA HEALTH FACS AUTH REV 4%
1.68% CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 2.7%
1.62% MARICOPA CNTY ARIZ CTFS PARTN 5%
1.42% MARICOPA CNTY ARIZ SPL HEALTH CARE DIST 5%
1.36% SALT VERDE FINL CORP SR GAS REV ARIZ 5.25%
1.29% ARIZONA HEALTH FACS AUTH REV 5%
1.22% PHOENIX ARIZ CIVIC IMPT CORP DISTR REV 5.5%
1.19% PHOENIX ARIZ CIVIC IMPT CORP ARPT REV 5%
1.18% MARICOPA CNTY ARIZ SPL HEALTH CARE DIST 5%
1.15% APACHE CNTY ARIZ INDL DEV AUTH POLLUTION CTL REV 4.5%
1.15% MARICOPA CNTY ARIZ SPL HEALTH CARE DIST 5%
1.14% PHOENIX ARIZ CIVIC IMPT CORP ARPT REV 5%
1.11% PHOENIX ARIZ CIVIC IMPT CORP ARPT REV 5%
1.04% NORTHERN ARIZ UNIV REVS 5%
1.02% PHOENIX ARIZ CIVIC IMPT CORP DISTR REV 5.5%
0.98% MARICOPA CNTY ARIZ INDL DEV AUTH HOSP REV 4.12%
0.96% PHOENIX ARIZ CIVIC IMPT CORP DISTR REV 5.5%
0.94% MARICOPA CNTY ARIZ HOSP REV 5%
0.93% MARICOPA CNTY ARIZ UNI SCH DIST NO 89 DYSART 5.5%
0.88% NOGALES ARIZ MUN DEV AUTH INC MUN FACS REV 4%
0.86% ARIZONA HEALTH FACS AUTH REV 5.25%
0.85% ARIZONA HEALTH FACS AUTH REV 5%
0.85% MESA ARIZ UTIL SYS REV 5%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo