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Aquila Churchill Tax-Free Fund of KY A CHTFX

Analyst rating as of
NAV / 1-Day Return
9.67  /  0.01 %
Total Assets
162.6 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Average
Longest Manager Tenure
10.94 years
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.26%
Effective Duration
4.49 years

Morningstar’s Fund Analysis CHTFX

Will CHTFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A straightforward tax-free strategy for the Bluegrass State.

Senior Analyst

Summary

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Aquila Churchill Tax-Free Strategy of Kentucky plies a straightforward process with lean resources. The strategy invests exclusively in investment-grade bonds issued by Kentucky municipalities while eschewing territory debt like Puerto Rico bonds. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes and Negative on its most expensive share class.

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