Aquila Tax-Free Fund For Utah (UTAHX) 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 UTAHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UTAHX
UTAHX charges 0.87% annually. There are 425 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 | UTAHX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | UTAHX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | UTAHX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | UTAHX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | UTAHX vs FSMUX |
Best Risk-Adjusted Alternatives to UTAHX
UTAHX has a PortfoliosLab risk / return rank of 77. There are 96 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 | UTAHX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | UTAHX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | UTAHX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | UTAHX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | UTAHX vs DFSMX |
Top Performing UTAHX Alternatives (YTD)
UTAHX is at 1.92% YTD. There are 145 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | UTAHX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | UTAHX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | UTAHX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | UTAHX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | UTAHX vs NPV |
Lowest Volatility Alternatives to UTAHX
UTAHX has 2.35% 1-year volatility. There are 167 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | UTAHX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | UTAHX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | UTAHX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | UTAHX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | UTAHX vs DFSMX |
Lowest Drawdown Alternatives to UTAHX
UTAHX has a 1-year max drawdown of -2.64%. There are 186 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 | UTAHX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | UTAHX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | UTAHX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | UTAHX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | UTAHX vs FHMIX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, ATPYX, 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 | UTAHX vs ATGAX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | UTAHX vs ATPYX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 73 | 1.81% | — | May 1987 | UTAHX vs COTFX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 72 | 1.49% | — | Mar 1986 | UTAHX vs AZTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 68 | 1.18% | — | Feb 1985 | UTAHX vs HULAX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 72 | 1.29% | — | Jun 1986 | UTAHX vs ORTFX |
Often Compared With UTAHX
Investors most often compare UTAHX with MQY, MUC, FXIEX. These 5 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 | 21 | 4.72% | — | Jul 1992 | UTAHX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | UTAHX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | UTAHX vs FXIEX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | UTAHX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | UTAHX vs FGNSX |
Compare UTAHX with Any Fund or Stock
Compare UTAHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UTAHX with funds that move differently
Aquila Tax-Free Fund For Utah alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UTAHX.
Explore UTAHX Diversifiers