Aquila Tax-Free Fund of Colorado (COTFX) 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 COTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COTFX
COTFX charges 0.72% annually. There are 315 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 | COTFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | COTFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | COTFX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | COTFX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | COTFX vs FSMUX |
Best Risk-Adjusted Alternatives to COTFX
COTFX has a PortfoliosLab risk / return rank of 76. There are 252 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 | COTFX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | COTFX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | COTFX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | COTFX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | COTFX vs TFCYX |
Top Performing COTFX Alternatives (YTD)
COTFX is at 1.88% YTD. There are 216 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.37% | — | Apr 1998 | COTFX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | COTFX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | COTFX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | COTFX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | COTFX vs MUC |
Lowest Volatility Alternatives to COTFX
COTFX has 2.43% 1-year volatility. There are 183 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | COTFX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | COTFX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | COTFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | COTFX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | COTFX vs USMSX |
Lowest Drawdown Alternatives to COTFX
COTFX has a 1-year max drawdown of -2.83%. There are 264 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 | COTFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | COTFX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | COTFX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | COTFX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | COTFX vs DFSMX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, UTAHX, HULAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | COTFX vs ATGAX | |
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 82 | 2.12% | — | Jul 1992 | COTFX vs UTAHX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 75 | 1.41% | — | Feb 1985 | COTFX vs HULAX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 74 | 1.45% | — | Jun 1986 | COTFX vs ORTFX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | COTFX vs ATPYX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 75 | 1.66% | — | Mar 1986 | COTFX vs AZTFX |
Often Compared With COTFX
Investors most often compare COTFX with MQY, APUSX, FGNSX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniYield Quality Fund | Municipal Bonds | 28 | 5.54% | — | Jul 1992 | COTFX vs MQY | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | COTFX vs APUSX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | COTFX vs FGNSX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 53 | 3.06% | — | Apr 1987 | COTFX vs NUV | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | COTFX vs NPV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | COTFX vs DNYMX | |
| T. Rowe Price Maryland Short-Term Tax-Free Bond Fu... | Municipal Bonds | 78 | 1.06% | — | Jan 1993 | COTFX vs PRMDX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 88 | 2.22% | — | Jun 2012 | COTFX vs FXIEX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | COTFX vs MUJ | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 45 | 4.77% | — | Nov 1992 | COTFX vs MPA |
Compare COTFX with Any Fund or Stock
Compare COTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COTFX with funds that move differently
Aquila Tax-Free Fund of Colorado alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COTFX.
Explore COTFX Diversifiers