August 21, 2014 7:23 AM ET

Capital Markets

Company Overview of Aquila Municipal Trust - Aquila Tax-Free Fund For Utah

Company Overview

Aquila Municipal Trust - Aquila Tax-Free Fund For Utah is an open-ended fixed income mutual fund launched and managed by Aquila Investment Management LLC. The fund invests in the fixed income markets of the United States. It primarily invests in tax-free investment grade municipal obligations issued by the state of Utah which are rated in the top four credit ratings by nationally recognized rating organizations and are of any maturity. The fund focuses on factors like quality, maturity, and coupon rate to create its portfolio. It benchmarks the performance of its portfolio against the Barclays Capital Quality Intermediate Municipal Bond Index. The fund was formerly known as Tax-Free Fund For...

120 West 45th Street

Suite 3600

New York, NY 10036-4041

United States

Founded in 1990

Phone:

212-697-6666

Fax:

212-687-5373

Key Executives for Aquila Municipal Trust - Aquila Tax-Free Fund For Utah

Chief Executive Officer
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.

Aquila Municipal Trust - Aquila Tax-Free Fund For Utah Key Developments

Tax-Free Fund For Utah - Tax-Free Fund For Utah, Special/Extraordinary Shareholders Meeting, Sep 17, 2013

Tax-Free Fund For Utah - Tax-Free Fund For Utah, Special/Extraordinary Shareholders Meeting, Sep 17, 2013.

Tax-Free Fund For Utah, Annual General Meeting, Oct 02, 2012

Tax-Free Fund For Utah, Annual General Meeting, Oct 02, 2012., at 08:30 Mountain Daylight. Location: Little America Hotel. Agenda: To elect nine Trustees; to ratify or reject the selection of Tait, Weller & Baker LLP as the Fund’s independent registered public accounting firm for the fiscal year ending June 30, 2013; 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 meetings.

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