Usaa Tax Mutual Fund Money Managers
ULTIX Fund | USD 12.43 0.01 0.08% |
Break down of Usaa Tax's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Usaa Tax's future under-performance.
Usaa |
Symbol | ULTIX |
Name | Usaa Tax Exempt |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Usaa Tax Exempt Leadership is currently not available.
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Usaa Tax Net Asset Comparison
Usaa Tax Exempt is rated second in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Long category is currently estimated at about 43.48 Billion. Usaa Tax holds roughly 1.88 Billion in net asset claiming about 4% of funds under Muni National Long category.
Usaa Tax Exempt Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Usaa Tax Exempt Price Series Summation is a cross summation of Usaa Tax price series and its benchmark/peer.
About Usaa Tax Management Performance
The success or failure of an entity such as Usaa Tax Exempt often depends on how effective the management is. Usaa Tax management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Usaa management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Usaa management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in investment-grade securities the interest from which is excludable from gross income for federal income tax . During normal market conditions, at least 80 percent of its net assets will consist of tax-exempt securities. The funds dollar-weighted average portfolio maturity is 10 years or more. At least 80 percent of the funds annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Usaa Mutual Fund
Usaa Tax financial ratios help investors to determine whether Usaa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Usaa with respect to the benefits of owning Usaa Tax security.
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