The investment seeks to provide you as high a level of current income exempt from Colorado state and regular Federal income taxes as is consistent with preservation of capital. The fund invests at least 80% of its net assets will consist of Colorado 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 its average portfolio maturity has traditionally been between 6 and 12 years. At the time of purchase, the fund's Colorado Obligations must be of investment grade quality. It is non-diversified.
Fund filings (PDF) »
Christopher Johns (Started: May 21, 1987)
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Aquila, 380 Madison Avenue, Suite 2300