0001193125-24-155121.txt : 20240605 0001193125-24-155121.hdr.sgml : 20240605 20240605160256 ACCESSION NUMBER: 0001193125-24-155121 CONFORMED SUBMISSION TYPE: 425 PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20240605 DATE AS OF CHANGE: 20240605 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: AQUILA MUNICIPAL TRUST CENTRAL INDEX KEY: 0000784056 ORGANIZATION NAME: IRS NUMBER: 136864349 STATE OF INCORPORATION: MA FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 425 SEC ACT: 1934 Act SEC FILE NUMBER: 811-04503 FILM NUMBER: 241021938 BUSINESS ADDRESS: STREET 1: 120 WEST 45TH STREET STREET 2: STE 3600 CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 2126976666 MAIL ADDRESS: STREET 1: 120 WEST 45TH STREET STREET 2: SUITE 3600 CITY: NEW YORK STATE: NY ZIP: 10036 FORMER COMPANY: FORMER CONFORMED NAME: TAX-FREE TRUST OF ARIZONA DATE OF NAME CHANGE: 20060126 FORMER COMPANY: FORMER CONFORMED NAME: TAX FREE TRUST OF ARIZONA DATE OF NAME CHANGE: 19920703 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MAINSTAY FUNDS TRUST CENTRAL INDEX KEY: 0001469192 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 425 BUSINESS ADDRESS: STREET 1: 51 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: 212 576 7000 MAIL ADDRESS: STREET 1: 51 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10010 CENTRAL INDEX KEY: 0001469192 S000065655 MainStay MacKay Strategic Municipal Allocation Fund C000212404 Class A MTFDX CENTRAL INDEX KEY: 0000784056 S000041641 Aquila Churchill Tax-Free Fund of Kentucky C000129277 Class I CHKIX S000041642 Aquila Narragansett Tax-Free Income Fund C000129280 Class I NITIX CENTRAL INDEX KEY: 0001469192 S000065655 MainStay MacKay Strategic Municipal Allocation Fund C000212406 Class I MTFGX CENTRAL INDEX KEY: 0000784056 S000041641 Aquila Churchill Tax-Free Fund of Kentucky C000129278 Class Y CHKYX C000188813 Class F CHKFX S000041642 Aquila Narragansett Tax-Free Income Fund C000129281 Class Y NITYX C000188815 Class F NIFFX CENTRAL INDEX KEY: 0001469192 S000065655 MainStay MacKay Strategic Municipal Allocation Fund C000212407 Class C MTFFX CENTRAL INDEX KEY: 0000784056 S000041641 Aquila Churchill Tax-Free Fund of Kentucky C000129276 Class C CHKCX S000041642 Aquila Narragansett Tax-Free Income Fund C000129279 Class C NITCX CENTRAL INDEX KEY: 0001469192 S000065655 MainStay MacKay Strategic Municipal Allocation Fund C000250195 Class Z MTFZX CENTRAL INDEX KEY: 0000784056 S000041641 Aquila Churchill Tax-Free Fund of Kentucky C000129275 Class A CHTFX S000041642 Aquila Narragansett Tax-Free Income Fund C000129282 Class A NITFX CENTRAL INDEX KEY: 0001469192 S000085225 MainStay MacKay Arizona Muni Fund C000250180 Class C AZTCX CENTRAL INDEX KEY: 0000784056 S000009132 AQUILA TAX-FREE TRUST OF ARIZONA C000024834 Class C AZTCX CENTRAL INDEX KEY: 0001469192 S000085225 MainStay MacKay Arizona Muni Fund C000250181 Class I AZTYX CENTRAL INDEX KEY: 0000784056 S000009132 AQUILA TAX-FREE TRUST OF ARIZONA C000024836 Class Y AZTYX C000188809 Class F AZFFX CENTRAL INDEX KEY: 0001469192 S000085225 MainStay MacKay Arizona Muni Fund C000250182 Class Z AZTFX CENTRAL INDEX KEY: 0000784056 S000009132 AQUILA TAX-FREE TRUST OF ARIZONA C000024833 Class A AZTFX CENTRAL INDEX KEY: 0001469192 S000085226 MainStay MacKay Colorado Muni Fund C000250183 Class I COTYX CENTRAL INDEX KEY: 0000784056 S000041640 Aquila Tax-Free Fund of Colorado C000129274 Class Y COTYX C000188811 Class F COFFX CENTRAL INDEX KEY: 0001469192 S000085226 MainStay MacKay Colorado Muni Fund C000250184 Class Z COTFX CENTRAL INDEX KEY: 0000784056 S000041640 Aquila Tax-Free Fund of Colorado C000129271 Class A COTFX CENTRAL INDEX KEY: 0001469192 S000085226 MainStay MacKay Colorado Muni Fund C000250186 Class C COTCX CENTRAL INDEX KEY: 0000784056 S000041640 Aquila Tax-Free Fund of Colorado C000129272 Class C COTCX CENTRAL INDEX KEY: 0001469192 S000085227 MainStay MacKay Oregon Muni Fund C000250187 Class C ORTCX CENTRAL INDEX KEY: 0000784056 S000068287 Aquila Tax-Free Trust of Oregon C000218605 Class C ORTCX CENTRAL INDEX KEY: 0001469192 S000085227 MainStay MacKay Oregon Muni Fund C000250188 Class I ORTYX CENTRAL INDEX KEY: 0000784056 S000068287 Aquila Tax-Free Trust of Oregon C000218603 Class Y ORTYX C000218606 Class F ORFFX CENTRAL INDEX KEY: 0001469192 S000085227 MainStay MacKay Oregon Muni Fund C000250189 Class Z ORTFX CENTRAL INDEX KEY: 0000784056 S000068287 Aquila Tax-Free Trust of Oregon C000218604 Class A ORTFX CENTRAL INDEX KEY: 0001469192 S000085228 MainStay MacKay Utah Muni Fund C000250191 Class C UTACX CENTRAL INDEX KEY: 0000784056 S000041643 Aquila Tax-Free Fund For Utah C000129284 Class C UTACX CENTRAL INDEX KEY: 0001469192 S000085228 MainStay MacKay Utah Muni Fund C000250192 Class I UTAYX CENTRAL INDEX KEY: 0000784056 S000041643 Aquila Tax-Free Fund For Utah C000129286 Class Y UTAYX C000188818 Class F UTAFX CENTRAL INDEX KEY: 0001469192 S000085228 MainStay MacKay Utah Muni Fund C000250193 Class Z UTAHX CENTRAL INDEX KEY: 0000784056 S000041643 Aquila Tax-Free Fund For Utah C000129283 Class A UTAHX 425 1 d834361d425.htm MAINSTAY FUNDS TRUST Mainstay Funds Trust

Filed by MainStay Funds Trust (SEC File Nos.: 333-277907, 333-277908,

333-277909, and 333-277910, 333-277911 and 333-234099; 811-22321)

pursuant to Rule 425 under

the Securities Act of 1933, as amended, and deemed filed pursuant to Rule 14a-6 under

the Securities Exchange Act of 1934, as amended.

Subject Company: Aquila Municipal Trust

Subject Company SEC File Numbers: 033-01857 and 811-4503

 

LOGO

 

Aquila Tax- Free Trust of Arizona

Aquila Tax-Free Fund of Colorado

Aquila Churchill Tax- Free Fund of Kentucky

  

Aquila Narragansett (RI) Tax-Free Income Fund

Aquila Tax-Free Trust of Oregon

Aquila Tax-Free Fund for Utah

Your Vote Matters — Please Vote Today!

Special Meeting of Shareholders: June 17, 2024

June 5, 2024

Dear Shareholder:

We are writing to ask for your assistance in voting your proxy in connection with the Aquila Municipal Trust funds’ (the “Funds”) upcoming Special Meeting of Shareholders scheduled for June 17, 2024. As of the date of this letter, we have not yet received your vote. Your vote is very important and is needed in order to approve the Agreement and Plan of Reorganization relating to your Fund.

If the proposal is not approved by shareholders, the Board of Trustees of Aquila Municipal Trust will need to consider other options, including the liquidation and termination of the Funds.

Voting your shares is easy. Please call our proxy solicitor to vote your shares, Morrow Sodali Fund Solutions at the number listed below Monday through Friday, between 10:00 am and 8:00 pm ET.

1(888)-619-5802

Please have your reference number ready and they will assist you in casting your vote.

REFERENCE NUMBER(S): 

Thank you in advance for making your voice heard.

Best regards,

Diana P. Herrmann

President  

To receive a free copy of a Proxy Statement/Prospectus relating to a Reorganization, please call New York Life Investments toll free at 1-800-624-6782. This document is qualified in its entirety by reference to the Proxy Statement/Prospectus and supersedes any prior document. The Proxy Statement/Prospectus contains important information about fund objectives, strategies, fees, expenses and risk considerations, and therefore you are advised to read it. The Proxy Statement/Prospectus and shareholder reports and other information are or will also be available for free on the SEC’s website (www.sec.gov). Please read any Proxy Statement/Prospectus carefully before making any decision to invest or to approve a Reorganization.

Aquila IA

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