Aquila Tax Free Fund Quote

COTFX Fund  USD 9.65  0.01  0.10%   

Performance

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Odds Of Distress

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Aquila Tax-free is trading at 9.65 as of the 21st of March 2025; that is 0.10% up since the beginning of the trading day. The fund's open price was 9.64. 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. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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

  0.8ATPAX Aquila Three PeaksPairCorr
  0.83ATPYX Aquila Three PeaksPairCorr
  0.98UTAYX Aquila Tax FreePairCorr
  0.99UTACX Aquila Tax FreePairCorr

Aquila Mutual Fund Highlights

Fund ConcentrationAquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date26th of July 2022
Fiscal Year EndMarch
Aquila Tax Free Fund [COTFX] is traded in USA and was established 21st of March 2025. 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 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 0.05% with the current yeild of 0.0%, while the total return for the last 3 years was 0.84%.
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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