Aquila Tax Free Fund Bond Positions Weight
| COTYX Fund | USD 9.86 0.01 0.10% |
Aquila Tax Free Fund fundamentals help investors to digest information that contributes to Aquila Tax-free's financial success or failures. It also enables traders to predict the movement of Aquila Mutual Fund. The fundamental analysis module provides a way to measure Aquila Tax-free's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aquila Tax-free mutual fund.
Aquila |
Aquila Tax Free Fund Mutual Fund Bond Positions Weight Analysis
Aquila Tax-free's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Aquila Tax-free Bond Positions Weight | 98.59 % |
Most of Aquila Tax-free's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aquila Tax Free Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Aquila Tax Free Fund has a Bond Positions Weight of 98%. This is much higher than that of the Aquila family and significantly higher than that of the Muni Single State Interm category. The bond positions weight for all United States funds is notably lower than that of the firm.
Did you try this?
Run Portfolio File Import Now
Portfolio File ImportQuickly import all of your third-party portfolios from your local drive in csv format |
| All Next | Launch Module |
Fund Asset Allocation for Aquila Tax-free
The fund consists of 98.59% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Aquila Tax-free's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aquila Fundamentals
| Total Asset | 264.88 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.99 % | ||||
| One Year Return | 3.55 % | ||||
| Three Year Return | (0.16) % | ||||
| Five Year Return | 0.60 % | ||||
| Ten Year Return | 3.23 % | ||||
| Net Asset | 271.39 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.41 % | ||||
| Bond Positions Weight | 98.59 % |
About Aquila Tax-free Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aquila Tax Free Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aquila Tax-free using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aquila Tax Free Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |