Tax Exempt Financial Statements From 2010 to 2024
| USATX Fund | USD 12.69 0.01 0.08% |
Check Tax Exempt financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Tax Exempt's main balance sheet or income statement drivers, such as , as well as many indicators such as . Tax financial statements analysis is a perfect complement when working with Tax Exempt Valuation or Volatility modules.
Tax |
Tax Exempt Intermediate Term Mutual Fund Annual Yield Analysis
Tax Exempt's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Tax Exempt Annual Yield | 0.01 % |
Most of Tax Exempt's fundamental indicators, such as Annual Yield, 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, Tax Exempt Intermediate Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Tax Exempt Intermediate Term has an Annual Yield of 0.0075%. This is much higher than that of the Victory Capital family and significantly higher than that of the Muni National Interm category. The annual yield for all United States funds is notably lower than that of the firm.
Tax Exempt Intermediate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tax Exempt's current stock value. Our valuation model uses many indicators to compare Tax Exempt value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tax Exempt competition to find correlations between indicators driving Tax Exempt's intrinsic value. More Info.Tax Exempt Intermediate Term is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 502.85 of Year To Date Return per Annual Yield. 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 Tax Exempt's earnings, one of the primary drivers of an investment's value.About Tax Exempt Financial Statements
Tax Exempt investors use historical fundamental indicators, such as Tax Exempt'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 Tax Exempt. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for federal income tax purposes . 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 between three and 10 years. 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.
Also Currently Popular
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 Tax Mutual Fund
Tax Exempt financial ratios help investors to determine whether Tax 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 Tax with respect to the benefits of owning Tax Exempt security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |