UTAFX SEC Filings — Aquila Tax-Free Fund For Utah

Data updated: 2024-08-21

38 SEC filings are listed: 12 prospectuses (latest Jul 20, 2023), 20 quarterly N-PORT holdings reports (latest Aug 21, 2024) and 6 annual N-CEN reports (latest Jun 12, 2024).

UTAFX Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 12 filings on SEC EDGAR.

UTAFX Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 20 filings on SEC EDGAR.

UTAFX Annual census (N-CEN)

Service providers, brokerage and operations. 6 filings on SEC EDGAR.

Browse every Aquila Tax-Free Fund For Utah filing on SEC EDGAR

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.