UTAHX : Aquila Tax-Free Fund For Utah Class A

UTAHX is a Bond Market Municipal Bond with HIGH fees.

UTAHX

Aquila Tax-Free Fund For Utah Class A

FI Score

37 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

37% FI Score
  • utahx
  • Mutual Fund
  • Bond
  • Municipal Bond

Aquila Tax-Free Fund For Utah Class A

Expenses: 0.86% (Better than 0% 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 Utah 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 Utah state individual 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. It is non-diversified.

Largest Holdings

Amount Holding
2.06% MURRAY CITY UTAH HOSP REV 0.75%
1.64% UTAH ASSD MUN PWR SYS REV 5%
1.52% JORDAN VY WTR CONSERVANCY DIST UTAH 5%
1.45% UTAH TRAN AUTH SALES TAX REV 5%
1.10% WEBER CNTY UTAH SPL ASSMT 5.75%
1.09% UTAH ST CHARTER SCH FIN AUTH CHARTER SCH REV 5.6%
1.07% SALT LAKE CITY UTAH ARPT REV 5%
1.01% UTAH TRAN AUTH SALES TAX REV 4%
1.00% UTAH TRAN AUTH SALES TAX REV 5%
0.98% UTAH TRAN AUTH SALES TAX REV 4%
0.90% WASHINGTON CNTY UTAH SCH DIST ST GEORGE 5%
0.88% SALT LAKE CITY UTAH ARPT REV 5%
0.87% WASHINGTON CNTY UTAH SCH DIST ST GEORGE 5%
0.85% UTAH ST MUN PWR AGY PWR SUPPLY SYS REV 5%
0.85% UTAH TRAN AUTH SALES TAX REV 4%
0.78% MOUNTAIN REGL WTR SPL SVC DIST UTAH WTR REV 5%
0.77% UTAH ST CHARTER SCH FIN AUTH CHARTER SCH REV 5.85%
0.70% UTAH ST CHARTER SCH FIN AUTH CHARTER SCH REV 5%
0.63% UNIFIED FIRE SVC AREA UTAH LOC BLDG AUTH LEASE REV 4%
0.62% WILLISTON N D ARPT REV 4%
0.60% CLARK CNTY NEV SCH DIST 5%
0.60% UTAH ST CHARTER SCH FIN AUTH CHARTER SCH REV 5%
0.59% WASHINGTON ST HIGHER ED FACS AUTH REV 5%
0.58% UTAH INFRASTRUCTURE AGY TELECOMMUNICATIONS & FRANCHISE TAX REV 5.25%
0.58% HERRIMAN CITY UTAH SALES & FRANCHISE TAX REV 4%

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