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
Minimum 1
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 N/A USD 1,000,000 USD 1,000 Front-End Load CLASS A No
AQUILA THREE PEAKS OPPORTUNITY GROWTH FD ATGYX N/A 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 N/A 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.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.