July 25, 2014 12:14 PM ET

Capital Markets

Company Overview of Cascades Trust - Aquila Tax-Free Trust of Oregon

Company Overview

Cascades Trust - Aquila Tax-Free Trust of Oregon is an open-ended fixed income mutual fund launched by Aquila Management Corporation. The fund is co-managed by Aquila Investment Management LLC and Davidson Fixed Income Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in the tax-free investment grade municipal obligations issued by the state of Oregon with any portfolio maturity and are rated as BBB- and above by S&P and Fitch and Baa3 and above by Moody’s. It benchmarks the performance of its portfolio against the Barclays Capital Quality Intermediate Municipal Bond Index. The fund was formerly known as Cascades Trust - Tax-Free Trust ...

120 West 45th Street

Suite 3600

New York, NY 10036-4041

United States

Founded in 1986

Phone:

212-697-6666

Fax:

212-687-5373

Key Executives for Cascades Trust - Aquila Tax-Free Trust of Oregon

Vice Chair and President
Age: 56
Chief Financial Officer and Treasurer
Age: 58
Executive Vice President and Secretary
Age: 57
Senior Vice President
Age: 59
Senior Vice President
Age: 55
Compensation as of Fiscal Year 2014.

Cascades Trust - Aquila Tax-Free Trust of Oregon Key Developments

Cascades Trust - Aquila Tax-Free Trust of Oregon, Annual General Meeting, Apr 10, 2014

Cascades Trust - Aquila Tax-Free Trust of Oregon, Annual General Meeting, Apr 10, 2014., at 14:00 Pacific Daylight. Location: World Forestry Center, Cheatham Hall. Agenda: To consider and elect seven Trustees; to consider and ratify or reject the selection of Tait, Weller & Baker LLP as the Trust's independent registered public accounting firm; to consider any other matters which may properly come before the annual meeting at the scheduled time and place or any adjourned or postponed meeting or meetings.

Tax-Free Trust of Oregon, Annual General Meeting, Apr 18, 2013

Tax-Free Trust of Oregon, Annual General Meeting, Apr 18, 2013., at 14:00 Pacific Daylight. Location: World Forestry Center, Cheatham Hall. Agenda: To elect seven Trustees to hold office until the next annual meeting of the Trust’s shareholders or until his or her successor is duly elected; to ratify or reject the selection of Tait, Weller & Baker LLP as the Trust’s independent registered public accounting firm for the fiscal year ending March 31, 2014; and to act upon any other matters which may properly come before the Annual Meeting at the scheduled time and place or any adjourned or postponed meeting or meeting.

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To contact Cascades Trust - Aquila Tax-Free Trust of Oregon, please visit www.aquilafunds.com/tfto/OregonMain.html. Company data is provided by Capital IQ. Please use this form to report any data issues.

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