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AZTCX Aquila Tax-Free Trust of Arizona C

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Fund AZTCX Aquila Tax-Free Trust of Arizona C NOAZX Northern AZ Tax-Exempt  
100% 96%
Annual Fees
(1.56% Exp. Ratio)
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$11,455.86 $15,940.42
Est. savings over 30 yrs +$4,484.56
As of 12/31/16
1 YR RETURN -0.89%
3 YR 2.92%
5 YR 2.23%
10 YR 2.95%
1 YR RETURN 0.21%
3 YR 3.97%
5 YR 3.09%
10 YR 4.13%
The investment seeks high 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 average portfolio maturity has traditionally been between 10 and 20 years. The fund is non-diversified.
The investment seeks to provide high current income exempt from regular federal income tax and Arizona State personal income tax by investing in municipal instruments. The fund invests at least 80% of the fund's net assets in debt instruments that pay interest that is exempt from regular federal income tax. It invests at least 80% of its net assets in instruments that pay income that is exempt from Arizona State personal income tax. The fund's dollar-weighted average maturity, under normal circumstances, will range between ten and thirty years. It is non-diversified.

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