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 318 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 69. There are 293 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | COTFX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | COTFX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | COTFX vs DFABX | |
| 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 0.31% YTD. There are 280 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | COTFX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | COTFX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | COTFX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | COTFX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | COTFX vs AFB |
Lowest Volatility Alternatives to COTFX
COTFX has 2.59% 1-year volatility. There are 204 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | 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 | 0.59% | — | Apr 2007 | COTFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | COTFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | COTFX vs USMTX |
Lowest Drawdown Alternatives to COTFX
COTFX has a 1-year max drawdown of -2.83%. There are 263 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 | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | COTFX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | COTFX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | COTFX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | COTFX vs DFABX |
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 | 78 | 0.65% | — | Jul 1992 | COTFX vs UTAHX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 71 | 0.08% | — | Feb 1985 | COTFX vs HULAX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | COTFX vs ATPYX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 68 | 0.21% | — | Mar 1986 | COTFX vs AZTFX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 70 | 0.18% | — | Jun 1986 | COTFX vs ORTFX |
Often Compared With COTFX
Investors most often compare COTFX with MQY, APUSX, FGNSX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
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