Aquila Tax Free Fund Quote

UTACX Fund  USD 9.67  0.02  0.21%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Aquila Tax-free is trading at 9.67 as of the 27th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.65. 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. 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 28th of October 2024 and ending today, the 27th 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 Utah income taxes. It is non-diversified. More on Aquila Tax Free Fund

Moving together with Aquila Mutual Fund

  0.76ATIPX Aquila Three PeaksPairCorr
  0.76ATPCX Aquila Three PeaksPairCorr
  0.74ATPAX Aquila Three PeaksPairCorr

Moving against Aquila Mutual Fund

  0.47ATGAX Aquila Three PeaksPairCorr
  0.47ATGYX Aquila Three PeaksPairCorr
  0.46ATGCX Aquila Three PeaksPairCorr
  0.46ATRIX 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 Fund [UTACX] is traded in USA and was established 27th 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 at this time has accumulated 321.13 M in net assets with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.51% with the current yeild of 0.0%, while the total return for the last 3 years was -1.51%.
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.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
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