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CO-Strategy-Overview.pdf

CO-Strategy-Overview.pdf
Preview of CO-Strategy-Overview
🔗 Source: aquilafunds.com
📊 Size: 238 KB
📄 Pages: 2 pages
⬇️ Downloads: 71

Summary

The Aquila Tax-Free Fund of Colorado is a single-state municipal bond fund offering double tax-exempt income. It provides investors with a diversified portfolio of hundreds of bonds, managed by a professional team. The fund's objective is to provide high income exempt from state and federal income tax while preserving capital. As of March 31, 2024, the fund's performance statistics show a cumulative return and average annual return over different time periods. The fund has a total operating expense ratio of 0.765% and a net expense ratio of 0.745% for A Shares, and 0.69% and 0.67% for Y Shares.

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Description

The Aquila Tax-Free Fund of Colorado is a single-state municipal bond fund offering double tax-exempt income.

Technical Information

  • File Format: PDF
  • File Size: 238 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 71
  • Last Updated: 1 week ago

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