Aquila Tax-free Mutual Fund Money Managers

ORTYX Fund  USD 10.30  0.02  0.19%   
Break down of Aquila Tax-free's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Aquila Tax-free's future under-performance.
  
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Symbol  ORTYX
Name  Aquila Tax Free Trust
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Aquila Tax Free Trust Leadership is currently not available.

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Aquila Tax-free Net Asset Comparison

Aquila Tax Free Trust is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Interm category is currently estimated at about 9.78 Billion. Aquila Tax-free holds roughly 588.02 Million in net asset claiming about 6% of funds under Muni Single State Interm category.

Aquila Tax Free Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Aquila Tax Free Price Series Summation is a cross summation of Aquila Tax-free price series and its benchmark/peer.

About Aquila Tax-free Management Performance

The success or failure of an entity such as Aquila Tax Free often depends on how effective the management is. Aquila Tax-free management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Aquila management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Aquila management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund, under normal circumstances, invests at least 80 percent of its assets in municipal bonds, whose interest is, in the opinion of bond counsel for the issuers at the time of issuance, exempt from federal and Oregon income taxes. The fund is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Aquila Mutual Fund

Aquila Tax-free financial ratios help investors to determine whether Aquila Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aquila with respect to the benefits of owning Aquila Tax-free security.
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