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Mutual Funds

The Aquila Group of Funds

Exchange Hours Website
9:30 - 15:59 ET www.aquilafunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
HAWAIIAN TAX-FREE TRUST A HULAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATGAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATGYX Equity USD 1,000,000 USD 0 No Load CLASS Y Yes
AQUILA THREE PEAKS HIGH INCOME FUND I ATIPX Bond USD 1,000,000 USD 0 No Load CLASS I No
AQUILA THREE PEAKS HIGH INCOME FUND Y ATPYX Bond USD 1,000,000 USD 0 No Load CLASS Y Yes
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATRIX Equity USD 1,000,000 USD 0 No Load CLASS I No
TAX-FREE TRUST OF ARIZONA A AZTFX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
TAX-FREE TRUST OF OREGON A ORTFX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITFX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
CHURCHILL TAX-FREE FUND OF KENTUCKY A CHTFX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
TAX-FREE FUND OF COLORADO A COTFX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
TAX-FREE FUND FOR UTAH A UTAHX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITYX Bond USD 1,000,000 USD 0 No Load CLASS Y Yes
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITIX Bond USD 1,000,000 USD 0 No Load CLASS I No

Notes:

  1. Advisor minimums may be lower.