Aquila Tax Free Trust of Arizona Fund (AZTFX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AZTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AZTFX
AZTFX charges 0.73% annually. There are 325 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | AZTFX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AZTFX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | AZTFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | AZTFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | AZTFX vs FSMUX |
Best Risk-Adjusted Alternatives to AZTFX
AZTFX has a PortfoliosLab risk / return rank of 72. There are 217 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | AZTFX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | AZTFX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | AZTFX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | AZTFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | AZTFX vs DFSMX |
Top Performing AZTFX Alternatives (YTD)
AZTFX is at 1.59% YTD. There are 258 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | AZTFX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | AZTFX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | AZTFX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | AZTFX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | AZTFX vs MIY |
Lowest Volatility Alternatives to AZTFX
AZTFX has 2.32% 1-year volatility. There are 161 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | AZTFX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | AZTFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | AZTFX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | AZTFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | AZTFX vs DFSMX |
Lowest Drawdown Alternatives to AZTFX
AZTFX has a 1-year max drawdown of -2.80%. There are 243 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | AZTFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | AZTFX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | AZTFX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | AZTFX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | AZTFX vs FHMIX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, UTAHX, ATPYX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | AZTFX vs ATGAX | |
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 77 | 1.92% | — | Jul 1992 | AZTFX vs UTAHX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | AZTFX vs ATPYX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 73 | 1.81% | — | May 1987 | AZTFX vs COTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 69 | 1.27% | — | Feb 1985 | AZTFX vs HULAX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 73 | 1.39% | — | Jun 1986 | AZTFX vs ORTFX |
Often Compared With AZTFX
Investors most often compare AZTFX with MUC, MQY, FXIEX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 35 | 5.45% | — | Feb 1998 | AZTFX vs MUC | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.35% | — | Jul 1992 | AZTFX vs MQY | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | AZTFX vs FXIEX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | AZTFX vs MUJ | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 49 | 2.83% | — | Apr 1987 | AZTFX vs NUV | |
| T. Rowe Price Maryland Short-Term Tax-Free Bond Fu... | Municipal Bonds | 76 | 0.85% | — | Jan 1993 | AZTFX vs PRMDX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | AZTFX vs FGNSX |
Compare AZTFX with Any Fund or Stock
Compare AZTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AZTFX with funds that move differently
Aquila Tax Free Trust of Arizona Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AZTFX.
Explore AZTFX Diversifiers