Aquila Tax-Free Fund of Colorado’s team provides high-quality exposure to the Colorado municipal market. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class is rated Negative.
Will COTCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COTCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the COTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of COTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.