Investment Test Drive

AZTCX Aquila Tax-Free Trust of Arizona C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund AZTCX Aquila Tax-Free Trust of Arizona C NOAZX Northern AZ Tax-Exempt  
Similarity
?
100% 96%
Annual Fees
?
$159.16
(1.56% Exp. Ratio)
$47.95
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$11,395.73 $15,856.75
Est. savings over 30 yrs +$4,461.02
Return
As of 10/31/16
1 YR RETURN 2.44%
3 YR 3.71%
5 YR 3.21%
10 YR 3.25%
1 YR RETURN 4.02%
3 YR 4.78%
5 YR 4.31%
10 YR 4.46%
Description
The investment seeks high current income exempt from Arizona state and regular Federal income taxes as is consistent with preservation of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Arizona state and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's average portfolio maturity has traditionally been between 10 and 20 years. The fund is non-diversified.
The investment seeks to provide high current income exempt from regular federal income tax and Arizona State personal income tax by investing in municipal instruments. The fund invests at least 80% of the fund's net assets in debt instruments that pay interest that is exempt from regular federal income tax. It invests at least 80% of its net assets in instruments that pay income that is exempt from Arizona State personal income tax. The fund's dollar-weighted average maturity, under normal circumstances, will range between ten and thirty years. It is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!