Aquila Tax Free Fund Quote

UTAYX Fund  USD 9.70  0.01  0.10%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Aquila Tax-free is trading at 9.70 as of the 27th of November 2024; that is 0.10% up since the beginning of the trading day. The fund's open price was 9.69. 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 7th of May 2023 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

  0.79ATIPX Aquila Three PeaksPairCorr
  0.78ATPCX Aquila Three PeaksPairCorr
  0.77ATPAX Aquila Three PeaksPairCorr

Moving against Aquila Mutual Fund

  0.4ATGAX Aquila Three PeaksPairCorr
  0.4ATGCX Aquila Three PeaksPairCorr
  0.4ATGYX Aquila Three PeaksPairCorr
  0.4ATRIX 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
Aquila Tax Free Fund [UTAYX] 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 385.57 M in net assets with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 1.64% with the current yeild of 0.0%, while the total return for the last 3 years was -0.45%.
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.
Stocks Directory
Find actively traded stocks across global markets
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum