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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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
HAWAIIAN TAX-FREE TRUST A HULAX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATGAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATGYX USD 0 USD 0 N/A No Load CLASS Y Yes
AQUILA THREE PEAKS HIGH INCOME FUND I ATIPX USD 0 USD 0 Bond No Load CLASS I No
AQUILA THREE PEAKS HIGH INCOME FUND Y ATPYX USD 0 USD 0 Bond No Load CLASS Y Yes
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATRIX USD 0 USD 0 N/A No Load CLASS I No
TAX-FREE TRUST OF ARIZONA A AZTFX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
TAX-FREE TRUST OF OREGON A ORTFX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITFX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
CHURCHILL TAX-FREE FUND OF KENTUCKY A CHTFX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
TAX-FREE FUND OF COLORADO A COTFX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
TAX-FREE FUND FOR UTAH A UTAHX USD 1,000 USD 1,000 Bond Front-End Load CLASS A No
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITYX USD 0 USD 0 Bond No Load CLASS Y Yes
AQUILA NARRAGANSETT TAX-FREE INCOME FUND NITIX USD 0 USD 0 Bond No Load CLASS I No

Notes:

  1. Advisor minimums may be lower.