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Aquila Tax-free Trust Of Oregon Class A (ORTFX)

Fundos dos EUA

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10,25 -0,02 -0,19%

02:00:00 - Dados em Atraso. Moeda em USD ( Declaração de Riscos )

Classificação da Morningstar:
Total de ativos: 220,33M

Tipo: Fundo

Mercado: EUA

Emissor: Aquila

Classe de Ativo: Ações

ORTFX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Aquila Tax-free Trust Of Oregon Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de ORTFX, entre outras informações.

Categoria

Muni Single State Interm

Total de ativos

220,33M

Despesas

0,71%

Data de início

31579

Informações de Contato

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

Telefone 800-437-1020

Site www.aquilafunds.com

Principais Executivos

Nome	Título	Desde	Até
James Thompson	Vice President	2023	Agora
Biografia	Mr. Thompson has served as a portfolio manager for Aquila Investment Management LLC since 2009. Prior to joining the Aquila Group of Funds, Thompson was a Senior Vice President, underwriter and municipal bond trader with Wells Fargo Brokerage Services and First Security Bank in Salt Lake City. He was also a member of the municipal credit committee of each firm. From 1987 to 1991, Mr. Thompson was employed with Wedbush Morgan Securities in Los Angeles where he helped establish the municipal unit investment trust sales desk. Prior to that, he was a financial and operations principal, municipal trader and manager of the municipal underwriting desk for Financial Market Securities, based in Orange, CA. Thompson is a native of Utah and attended California State University, Fullerton.
Anthony A. Tanner	Portfolio Manager	2023	Agora
Biografia	Mr. Tanner joined the Aquila Investment Management LLC portfolio management team on March 2018. Prior to joining Aquila, Mr. Tanner was a Senior Wealth Manager at BNY Mellon Wealth Management from 2016 to 2018, a Senior Client Advisor at BMO Private Bank from 2014 to 2015, and a Senior Fixed Income Manager at Wells Fargo Private Bank from 2010 to 2014.Mr. Tanner has over 30 years of experience in the financial services industry. Before that, Mr. Tanner was a vice president of OppenheimerFunds' Rochester Division from 1991-2003. Previously, he served as a municipal bond trader and underwriter with Stifel, Nicolaus & Co. from 1986 to 1988. From 1984 to 1986, he was an investment banking officer at Centerre Bank in St. Louis, Mo. Mr. Tanner received an MBA in finance from the University of Rochester, Simon Business School, and a Bachelor’s degree in business from St. Louis University. He is a CFA Charterholder and a member of the CFA Institute and the Phoenix CFA Society.
Timothy E Iltz	Vice President	2018	Agora
Biografia	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	2011	2023
Biografia	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
Michael S. Hamilton	Senior Vice President	1997	2011
Biografia	Michael S. Hamilton entered the financial services industry in 1989 when he joined FAF. He became a portfolio manager in 1992 and most recently served as Senior Fixed-Income Portfolio Manager at FAF until joining Nuveen Asset Management. He joined Nuveen Asset Management as Senior Vice President and Portfolio Manager on January 1, 2011 in connection with its acquisition of a portion of FAF’s asset management business.
Edgar M. Potts	Portfolio Manager	1996	2000
Biografia	Potts joined Qualivest as a portfolio manager in 1977, following six years as a portfolio manager with Crocker Bank. He says he emphasizes relative value and yield-versus-risk in his portfolio management. Potts is a member of the Association for Investment Management and Research. Born May 23, 1933 in Baltimore, Maryland, his outside interests include music and fishing.
Stephen Galiani	Director	1996	1997
Biografia	Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Aquila Tax-Free T.	10,25	-0,02	-0,19%