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Aquila Churchill Tax-Free Fund of Kentucky Class Y (CHKYX)

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9.91+0.02 (+0.20%)
As of 08:05AM EST. Market open.

Aquila Churchill Tax-Free Fund of Kentucky Class Y

Aquila Municipal Trust

120 West 45th Street, Suite 3600

New York, NY 10036

Management Information
Anthony Tanner,Lead Manager since March 6, 2018
Mr. Tanner joined the Aquila Investment Management LLC portfolio management team on March 2018. Prior to joining Aquila, Mr. Tanner was a Senior Wealth Manager at BNY Mellon Wealth Management from 2016 to 2018, a Senior Client Advisor at BMO Private Bank from 2014 to 2015, and a Senior Fixed Income Manager at Wells Fargo Private Bank from 2010 to 2014.Mr. Tanner has over 30 years of experience in the financial services industry. Before that, Mr. Tanner was a vice president of OppenheimerFunds' Rochester Division from 1991-2003. Previously, he served as a municipal bond trader and underwriter with Stifel, Nicolaus & Co. from 1986 to 1988. From 1984 to 1986, he was an investment banking officer at Centerre Bank in St. Louis, Mo. Mr. Tanner received an MBA in finance from the University of Rochester, Simon Business School, and a Bachelor’s degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni Single State Interm
Fund FamilyAquila
Net Assets191.17M
YTD Return-4.93%
Morningstar Rating★★★★
Inception DateMar 31, 1996

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover7.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCHKYXCategory Average
Annual Report Expense Ratio (net)0.65%0.83%
Prospectus Net Expense Ratio0.65%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.11%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection208N/A
5 Yr Expense Projection362N/A
10 Yr Expense Projection810N/A