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    Aquila Tax-Free Trust of Arizona C (AZTCX)

    10.80 Down 0.01(0.09%) Jul 1
    Prev Close:10.80
    YTD Return*:-0.14%
    Net Assets*:275.73M

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for AZTCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Salt River Proj Ariz Agric Imp Rev Bd 5%1.94N/A
    Arizona Wtr Infrasct Fin Wtr Quali 5%1.44N/A
    Arizona St Pwr Auth 5.25%1.35N/A
    Maricopa Cnty Ariz Indl Dev Au Single Fa1.33N/A
    Salt Verde Finl Corp Sr Gas Re Sen 5.25%1.31N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:275.73M
    Category:Muni Single State Interm
    Annual Report Expense Ratio (net):1.58%

    Performance & Risk

    YTD Return:-0.14%
    5y Avg Return:3.49%
    Rank in Category (ytd):80
    % Rank in Category (ytd):37.74%
    Beta (3y):0.93
    Morningstar Risk Rating:3

    Fund Summary

    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. View More
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