Aquila Tax Free Fund Quote
| UTACX Fund | USD 9.56 0.01 0.10% |
PerformanceModest
| Odds Of DistressLow
|
Aquila Tax-free is trading at 9.56 as of the 20th of March 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.55. Aquila Tax-free has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Utah state individual and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. More on Aquila Tax Free Fund
Moving together with Aquila Mutual Fund
Aquila Mutual Fund Highlights
| Fund Concentration | Muni Single State Interm, Aquila (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 26th of July 2022 |
| Fiscal Year End | March |
Aquila Tax Free Fund [UTACX] is traded in USA and was established 20th of March 2025. 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 0.33% with the current yeild of 0.0%, while the total return for the last 3 years was -0.02%.
Check Aquila Tax-free Probability Of Bankruptcy
Instrument Allocation
Aquila Tax Free Risk Profiles
| Mean Deviation | 0.119 | |||
| Semi Deviation | 0.1073 | |||
| Standard Deviation | 0.1751 | |||
| Variance | 0.0306 |
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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