Schwab Opportunistic Financial Statements From 2010 to 2024
| SWHYX Fund | USD 9.16 0.01 0.11% |
Check Schwab Opportunistic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Schwab Opportunistic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Schwab financial statements analysis is a perfect complement when working with Schwab Opportunistic Valuation or Volatility modules.
Schwab |
Schwab Opportunistic Municipal Mutual Fund Net Asset Analysis
Schwab Opportunistic's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Schwab Opportunistic Net Asset | 68.74 M |
Most of Schwab Opportunistic's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Opportunistic Municipal is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Schwab Opportunistic Municipal has a Net Asset of 68.74 M. This is much higher than that of the Schwab Funds family and significantly higher than that of the Muni National Long category. The net asset for all United States funds is notably lower than that of the firm.
Schwab Opportunistic Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Opportunistic's current stock value. Our valuation model uses many indicators to compare Schwab Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Opportunistic competition to find correlations between indicators driving Schwab Opportunistic's intrinsic value. More Info.Schwab Opportunistic Municipal is rated top fund in net asset among similar funds. It is rated second largest fund in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for Schwab Opportunistic Municipal is about 3,437,000,000 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Opportunistic's earnings, one of the primary drivers of an investment's value.About Schwab Opportunistic Financial Statements
Schwab Opportunistic investors use historical fundamental indicators, such as Schwab Opportunistic's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Schwab Opportunistic. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its net assets in municipal securities that pay interest not subject to regular federal income tax. It also invests in non-governmental municipal issuers. The fund primarily invests in general obligation and revenue obligation securities. The fund may from time to time invest temporarily up to 20 percent of its net assets in taxable securities of at least comparable quality to the municipal securities in which the fund invests.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Schwab Mutual Fund
Schwab Opportunistic financial ratios help investors to determine whether Schwab 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 Schwab with respect to the benefits of owning Schwab Opportunistic security.
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