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COTCX Aquila Tax-Free Fund of Colorado C

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Fund COTCX Aquila Tax-Free Fund of Colorado C WTCOX Westcore CO Tax-Exempt Retail  
100% 92%
Annual Fees
(1.62% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$11,135.03 $14,945.93
Est. savings over 30 yrs +$3,810.90
As of 9/30/16
1 YR RETURN 2.72%
3 YR 3.51%
5 YR 2.69%
10 YR 3.03%
1 YR RETURN 4.98%
3 YR 4.64%
5 YR 3.68%
10 YR 3.97%
The investment seeks to provide the investors as high a level of current income exempt from Colorado 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 Colorado 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 6 and 12 years. The fund is non-diversified.
The investment seeks income exempt from both federal and Colorado state personal income taxes by emphasizing investment-grade Colorado municipal bonds with intermediate maturities. The fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agency. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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