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COTYX Aquila Tax-Free Fund of Colorado Y

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Fund COTYX Aquila Tax-Free Fund of Colorado Y
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Annual Fees
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 3.73%
3 YR 4.56%
5 YR 3.73%
10 YR 4.07%
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.

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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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