Todd Curtis - Aquila Tax-free Fund Manager
| AZTCX Fund | USD 9.72 0.00 0.10% |
Curtis worked with Aquila Investment Management, his employer since 2004. Mr. Curtis serves as portfolio manager and senior vice president. He also serves as a member of the portfolio management teams. Previously, he had been a vice president and senior portfolio manager with Banc One Investment Advisors since 1993. Prior to that, he spent 12 years with Valley National Bank as a portfolio manager, vice president, and trustsecurities trading manager. Curtis is a member of the Phoenix Society of Financial Analysts. Mr. Curtis is a graduate of Cornell College, has received an MBA degree from Arizona State University and is a Chartered Financial Analyst.
| Phone | 800-437-1000 |
Aquila Tax-free Management Performance (%)
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Aquila Tax Free Leadership Team
Elected by the shareholders, the Aquila Tax-free's board of directors comprises two types of representatives: Aquila Tax-free inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Aquila. The board's role is to monitor Aquila Tax-free's management team and ensure that shareholders' interests are well served. Aquila Tax-free's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Aquila Tax-free's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Todd Curtis, Fund Manager | ||
| Anthony Tanner, Fund Manager |
Aquila Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Aquila Tax-free a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 2.13 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 3.56 % | |||
| One Year Return | 0.64 % | |||
| Three Year Return | (2.27) % | |||
| Five Year Return | (0.18) % | |||
| Ten Year Return | 2.74 % | |||
| Net Asset | 204.49 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 1.88 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Aquila Tax-free in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Aquila Tax-free's short interest history, or implied volatility extrapolated from Aquila Tax-free options trading.
Pair Trading with Aquila Tax-free
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aquila Tax-free position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aquila Tax-free will appreciate offsetting losses from the drop in the long position's value.Moving together with Aquila Mutual Fund
| 0.71 | UVABX | Virginia Bond | PairCorr |
| 0.91 | HULYX | Hawaiian Tax Free | PairCorr |
| 0.92 | HULFX | Hawaiian Tax Free | PairCorr |
The ability to find closely correlated positions to Aquila Tax-free could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aquila Tax-free when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aquila Tax-free - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aquila Tax Free Trust to buy it.
The correlation of Aquila Tax-free is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aquila Tax-free moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aquila Tax Free moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aquila Tax-free can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aquila Tax Free Trust. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Aquila Tax Free information on this page should be used as a complementary analysis to other Aquila Tax-free's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.