Aquila Tax Free Fund Quote

COTCX Fund  USD 9.73  0.01  0.10%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Aquila Tax is trading at 9.73 as of the 23rd of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.72. Aquila Tax has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Aquila Tax Free Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2023 and ending today, the 23rd of November 2024. 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 Colorado income taxes. The fund is non-diversified. More on Aquila Tax Free Fund

Moving together with Aquila Mutual Fund

  0.79ATPCX Aquila Three PeaksPairCorr
  0.75ATPAX Aquila Three PeaksPairCorr
  0.71ATPYX Aquila Three PeaksPairCorr

Moving against Aquila Mutual Fund

  0.44ATRIX Aquila Three PeaksPairCorr
  0.4ATGAX Aquila Three PeaksPairCorr
  0.4ATGCX Aquila Three PeaksPairCorr
  0.4ATGYX Aquila Three PeaksPairCorr

Aquila Mutual Fund Highlights

Fund ConcentrationAquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila, Large, Muni Single State Interm (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of July 2022
Fiscal Year EndMarch
Aquila Tax Free Fund [COTCX] is traded in USA and was established 23rd of November 2024. Aquila Tax 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 currently has accumulated 167.59 M in assets under management (AUM) with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.0%, while the total return for the last 3 years was -1.41%.
Check Aquila Tax Probability Of Bankruptcy

Instrument Allocation

Aquila Tax Free Risk Profiles

Aquila Tax Against Markets

Other Information on Investing in Aquila Mutual Fund

Aquila Tax 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 security.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments