May 22, 2013 12:48 AM ET

Capital Markets

Company Overview of Tax-Free Fund For Utah

Company Overview

Tax-Free Fund For Utah is an open-ended fixed income mutual fund launched by Aquila Management Corporation. The fund is managed by Aquila Investment Management LLC. It invests in the fixed income markets of Utah. The fund invests in municipal obligations that pay interest exempt from Utah State and regular federal income taxes rated within four highest rating categories. It benchmarks the performance of its portfolio against the Barclays Capital Quality Intermediate Municipal Bond Index. Tax-Free Fund For Utah was formed on December 12, 1990 and is domiciled in the United States.

380 Madison Avenue

Suite 2300

New York, NY 10017

United States

Founded in 1990

Phone:

212-697-6666

Fax:

212-687-5373

www.aquilafunds.com

Key Executives for Tax-Free Fund For Utah

Chief Executive Officer
Age: 54
Founder and Chairman Emeritus
Age: 83
Chief Financial Officer and Treasurer
Age: 56
Executive Vice President and Secretary
Age: 55
Senior Vice President
Age: 57
Compensation as of Fiscal Year 2012.

Tax-Free Fund For Utah Key Developments

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.

Tax-Free Fund For Utah, Annual General Meeting, Oct 12, 2011

Tax-Free Fund For Utah, Annual General Meeting, Oct 12, 2011., at 08:10 Mountain Daylight. Location: Little America Hotel. Agenda: To consider the election of nine Trustees; to consider and approve the selection of Tait, Welle & Baker LLP as the Fund's independent registered public accounting firm for the fiscal year ending June 30, 2012; 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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