AQUILA FUNDS Fund Family
| Fund | Settlement Date | Minimum Investment Amounts | |||
|---|---|---|---|---|---|
| Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent | ||
| AQUILA OPPORTUNITY GROWTH FUND A (ATGAX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA OPPORTUNITY GROWTH FUND Y (ATGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA HIGH INCOME FUND I (ATIPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA HIGH INCOME FUND A (ATPAX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA HIGH INCOME FUND Y (ATPYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA OPPORTUNITY GROWTH FUND I (ATRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA TAXFREE TRUST OFARIZONA CL A (AZTFX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA TAX FREE TRUST OF ARIZONA CL Y (AZTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA CHURCHILL TAX FREE FD OF KY CL I (CHKIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA CHURCHILL TAX FREE FD OF KY Y (CHKYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA CHURCHILL TAX FREE FD OF KY CL A (CHTFX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA TAX FREE FD OF COLORADO CL A (COTFX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA TAX FREE FD OF CO Y (COTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| HAWAIIAN TAX FREE TRUST CL A (HULAX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| HAWAIIAN TAX FREE TRUST CL Y (HULYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA NARRAGANSETT TAX FREE INCM FD A (NITFX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA NARRAGANSETT TAX FREE INCM FD I (NITIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA NARRAGANSETT TAX FREE INCM FD Y (NITYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA TAX FREE TRUST OF OREGON CL A (ORTFX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA TAX FREE TRUST OF OREGON CL Y (ORTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| AQUILA TAX FREE FD FORUT CL A (UTAHX) View Prospectus |
1 | $1,000.00 | $0.00 | $1,000.00 | $0.00 |
| AQUILA TAX FREE FD FOR UT Y (UTAYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.