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Aquila Tax-Free Fund of Colorado Class A (COTFX)

US Funds

从投资组合添加/删除添加至投资组合

9.71 -0.01 -0.10%

01/07 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Aquila

资产类别: 股票

晨星评级:
总资产: 99.96M

COTFX概述

本页面提供Aquila Tax-Free Fund of Colorado Class A的详细介绍，帮助您了解COTFX的高管、总资产、投资策略和联系方式等信息。

种类

Muni Single State Interm

总资产

99.96M

费用

0.76%

开始日期

31918

联络信息

地址 120 West 45th Street, Suite 3600
New York,NY 10036
United States

电话 800-437-1020

网址 www.aquilafunds.com

高管

名称	标题	任期	至
Royden Durham	Portfolio Manager	2023	now
背景介紹	Mr. Durham has served as a portfolio manager since 2017. He also serves as a member of the portfolio management teams of Aquila Churchill Tax-Free Fund of Kentucky and Aquila Tax-Free Fund For Utah. Mr. Durham has over forty years of experience in the financial services industry. Most recently Mr. Durham served in a trust capacity for JP Morgan Chase. Prior to that, he was a portfolio manager for Regions Morgan Keegan Trust and the Louisville Trust Company. He is a graduate of Heidelberg College with a B.A. in Economics and German.
Vasilios Gerasopoulos	Portfolio Manager	2023	now
背景介紹	Mr. Gerasopoulos is an associate portfolio manager of the Manager effective March 6, 2023. Mr. Gerasopoulos has served as a portfolio manager of Aquila Tax-Free Fund Mr. Gerasopoulos is an associate portfolio manager of the Manager effective March 6, 2023. Mr. Gerasopoulos has served as a portfolio manager of Aquila Tax-Free Fund Mr. Gerasopoulos is an associate portfolio manager of the Manager effective March 6, 2023. Mr. Gerasopoulos has served as a portfolio manager of Aquila Tax-Free Fund of Colorado since March 6, 2023. Mr. Gerasopoulos was a Credit Analyst at Davidson Fixed Income Management, Inc., doing business as Kirkpatrick Pettis Capital Management, from 2015 to 2023. Previously, Mr. Gerasopoulos was a Senior Financial Analyst, Bond and Debt, for Jefferson County, Colorado from December 2012 to 2015. Mr. Gerasopoulos has over 10 years of experience in the public finance industry, working for local government entities and in public finance investment banking.
Timothy E Iltz	Vice President	2022	now
背景介紹	Tim Iltz is a municipal bond credit analyst with over 13 years of experience in the fixed income industry. He is responsible for the ongoing analysis of existing holdings of the Tax-Free Trust of Oregon and Oregon municipal bond underwritings to recommend whether they should be included as part of client portfolios. Prior to joining the firm, he worked in fixed income banking for Wedbush Securities in Portland and has over 11 years of public finance investment banking experience including the full spectrum of bond issues available to local governments. Tim earned a BS in finance and business administration with a minor in economics from the University of Oregon.
Christopher B. Johns	Portfolio Manager	1987	2023
背景介紹	Mr. Christopher has served as the portfolio manager of Aquila Tax- Free Trust of Oregon since 2011. Mr. Johns is a Senior Vice President of the Davidson Fixed Income Management, Inc. and has been an officer of it and its predecessor companies since 1992. From 1984 through 1992, he was a portfolio manager at the former United Bank of Denver, which acted as investment adviser to the Fund from its inception through 1992. He was formerly a portfolio manager of Toledo Trust Company. He holds the degree of BBA in Finance from the University of Cincinnati

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近期报价

	名称	价格	涨跌额	涨跌幅
	Aquila Tax-Free F.	9.71	-0.01	-0.10%