The investment seeks to provide you as high a level of current income exempt from Kentucky state and regular Federal income taxes as is consistent with preservation of capital. The fund invests at least 80% of the fund's net assets will consist of Kentucky Obligations the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's average portfolio maturity has traditionally been between 11 and 15 years. Its Kentucky Obligations must be of investment grade quality. The fund is non-diversified.
Fund filings (PDF) »
Royden Durham (Started: Oct 28, 2011)
Todd Curtis (Started: Apr 30, 2009)
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Aquila, 380 Madison Avenue, Suite 2300