Aquila Tax-free Financials

UTACX Fund  USD 9.73  0.01  0.10%   
You can use Aquila Tax Free fundamental data analysis to find out if markets are presently mispricing the fund. We were able to break down twelve available fundamental indicators for Aquila Tax Free Fund, which can be compared to its peers. The fund experiences a normal downward trend and little activity. Check odds of Aquila Tax-free to be traded at $9.63 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Aquila Tax-free Fund Summary

Aquila Tax-free competes with Short-intermediate, The Hartford, Angel Oak, Aqr Long-short, and Quantitative. 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.
Specialization
Muni Single State Interm, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS03842A8146
Business AddressAquila Municipal Trust
Mutual Fund FamilyAquila
Mutual Fund CategoryMuni Single State Interm
BenchmarkDow Jones Industrial
Phone800 437 1000
CurrencyUSD - US Dollar

Aquila Tax-free Key Financial Ratios

Aquila Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Aquila Tax-free's current stock value. Our valuation model uses many indicators to compare Aquila Tax-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aquila Tax-free competition to find correlations between indicators driving Aquila Tax-free's intrinsic value. More Info.
Aquila Tax Free Fund is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about  277.34  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aquila Tax-free's earnings, one of the primary drivers of an investment's value.

Aquila Tax Free Systematic Risk

Aquila Tax-free's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aquila Tax-free volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Aquila Tax Free correlated with the market. If Beta is less than 0 Aquila Tax-free generally moves in the opposite direction as compared to the market. If Aquila Tax-free Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aquila Tax Free is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aquila Tax-free is generally in the same direction as the market. If Beta > 1 Aquila Tax-free moves generally in the same direction as, but more than the movement of the benchmark.
Aquila Tax Free Fund is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Interm category is currently estimated at about 3.01 Billion. Aquila Tax-free retains roughly 321.13 Million in net asset claiming about 11% of funds under Muni Single State Interm category.

Aquila Tax-free December 10, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Aquila Tax-free help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aquila Tax Free Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Tax Free Fund based on widely used predictive technical indicators. In general, we focus on analyzing Aquila Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aquila Tax-free's daily price indicators and compare them against related drivers.

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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