Aquila Tax Free Trust Fund Quote

ORTCX Fund  USD 10.28  0.01  0.1%   

Performance

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Odds Of Distress

Less than 22

 
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Aquila Tax-free is trading at 10.28 as of the 23rd of November 2024; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 10.27. Aquila Tax-free 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 Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 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 Oregon income taxes. The fund is non-diversified. More on Aquila Tax Free Trust

Moving together with Aquila Mutual Fund

  0.73ATIPX Aquila Three PeaksPairCorr
  0.75ATPCX Aquila Three PeaksPairCorr
  0.71ATPAX Aquila Three PeaksPairCorr

Moving against Aquila Mutual Fund

  0.57ATGAX Aquila Three PeaksPairCorr
  0.57ATGYX Aquila Three PeaksPairCorr
  0.57ATRIX Aquila Three PeaksPairCorr
  0.56ATGCX Aquila Three PeaksPairCorr

Aquila Mutual Fund Highlights

Fund ConcentrationAquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of July 2022
Fiscal Year EndMarch
Aquila Tax Free Trust [ORTCX] is traded in USA and was established 23rd of November 2024. 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 now has accumulated 463.09 M in assets with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.36% with the current yeild of 0.0%, while the total return for the last 3 years was -1.58%.
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.
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