North Carolina Financials
| NTSMX Fund | USD 10.41 0.01 0.1% |
North |
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.
North Carolina Fund Summary
North Carolina competes with Ab Small, William Blair, Pace Smallmedium, John Hancock, and Valic Company. The funds assets will be invested so that at least 80 percent of the income will be exempt from Federal and North Carolina income taxes or it will have at least 80 percent of its net assets invested in securities exempt from Federal and North Carolina income taxes.Specialization | Muni Single State Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dupree Mutual Funds |
| Mutual Fund Family | Dupree |
| Mutual Fund Category | Muni Single State Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 866 0614 |
| Currency | USD - US Dollar |
North Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining North Carolina's current stock value. Our valuation model uses many indicators to compare North Carolina value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across North Carolina competition to find correlations between indicators driving North Carolina's intrinsic value. More Info.North Carolina Tax Free is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 417.24 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 North Carolina's earnings, one of the primary drivers of an investment's value.North Carolina Tax Systematic Risk
North Carolina's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. North Carolina volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on North Carolina Tax correlated with the market. If Beta is less than 0 North Carolina generally moves in the opposite direction as compared to the market. If North Carolina Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one North Carolina Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of North Carolina is generally in the same direction as the market. If Beta > 1 North Carolina moves generally in the same direction as, but more than the movement of the benchmark.
North Carolina December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of North Carolina help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of North Carolina Tax Free. We use our internally-developed statistical techniques to arrive at the intrinsic value of North Carolina Tax Free based on widely used predictive technical indicators. In general, we focus on analyzing North Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build North Carolina's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1499 | |||
| Information Ratio | (1.61) | |||
| Maximum Drawdown | 0.3848 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.0965 |
Other Information on Investing in North Mutual Fund
North Carolina financial ratios help investors to determine whether North 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 North with respect to the benefits of owning North Carolina security.
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