Aquila Tax-Free Trust of Oregon (ORTFX) 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 ORTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORTFX
ORTFX charges 0.70% annually. There are 294 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 | ORTFX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ORTFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ORTFX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ORTFX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ORTFX vs FSMUX |
Best Risk-Adjusted Alternatives to ORTFX
ORTFX has a PortfoliosLab risk / return rank of 74. There are 287 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 | ORTFX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | ORTFX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ORTFX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | ORTFX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | ORTFX vs TFCYX |
Top Performing ORTFX Alternatives (YTD)
ORTFX is at 1.45% YTD. There are 301 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 | ORTFX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | ORTFX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | ORTFX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | ORTFX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | ORTFX vs MUC |
Lowest Volatility Alternatives to ORTFX
ORTFX has 2.24% 1-year volatility. There are 131 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 | ORTFX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | ORTFX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | ORTFX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ORTFX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ORTFX vs USMSX |
Lowest Drawdown Alternatives to ORTFX
ORTFX has a 1-year max drawdown of -2.67%. There are 194 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 | ORTFX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ORTFX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ORTFX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ORTFX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | ORTFX vs DFABX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, UTAHX, COTFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | ORTFX vs ATGAX | |
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 82 | 2.12% | — | Jul 1992 | ORTFX vs UTAHX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 76 | 1.88% | — | May 1987 | ORTFX vs COTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 75 | 1.41% | — | Feb 1985 | ORTFX vs HULAX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | ORTFX vs ATPYX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 75 | 1.66% | — | Mar 1986 | ORTFX vs AZTFX |
Often Compared With ORTFX
Investors most often compare ORTFX with APUSX, NPV, DNYMX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | ORTFX vs APUSX | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | ORTFX vs NPV | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | ORTFX vs DNYMX | |
| T. Rowe Price Maryland Short-Term Tax-Free Bond Fu... | Municipal Bonds | 78 | 1.06% | — | Jan 1993 | ORTFX vs PRMDX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.22% | — | Jun 2012 | ORTFX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 28 | 5.54% | — | Jul 1992 | ORTFX vs MQY | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | ORTFX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 98 | 1.02% | — | Dec 2017 | ORTFX vs FGNSX |
Compare ORTFX with Any Fund or Stock
Compare ORTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORTFX with funds that move differently
Aquila Tax-Free Trust of Oregon alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORTFX.
Explore ORTFX Diversifiers