Aquila Tax Free Trust Fund Quote

AZTCX Fund  USD 9.72  0.01  0.10%   

Performance

1 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Aquila Tax-free is trading at 9.72 as of the 31st of January 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.71. Aquila Tax-free has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
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 Arizona income taxes. The fund is non-diversified. More on Aquila Tax Free Trust

Moving together with Aquila Mutual Fund

  0.99UTAYX Aquila Tax FreePairCorr
  0.77UTACX Aquila Tax FreePairCorr

Aquila Mutual Fund Highlights

Fund ConcentrationAquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date26th of July 2022
Fiscal Year EndMarch
Aquila Tax Free Trust [AZTCX] is traded in USA and was established 31st of January 2025. Aquila Tax-free is listed under Aquila category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Aquila family. This fund presently has accumulated 204.49 M in assets under management (AUM) with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.01% with the current yeild of 0.0%, while the total return for the last 3 years was -1.15%.
Check Aquila Tax-free Probability Of Bankruptcy

Instrument Allocation

Aquila Tax Free Risk Profiles

Aquila Tax-free Against Markets

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.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope