California Municipal Financials
| SNCAX Fund | USD 13.71 0.03 0.22% |
California |
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.
California Municipal Fund Summary
California Municipal competes with Fidelity Advisor, Thrivent Natural, Transamerica Mlp, Ivy Natural, and Goldman Sachs. The fund invests at least 80 percent of its net assets in a portfolio of municipal securities issued by the State of California or its political subdivisions, or otherwise exempt from California state income tax. It seeks to maintain an effective duration of three and one-half years to seven years. It is non-diversified.Specialization | Muni Single State Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0855686087 |
| Business Address | Bernstein Sanford C |
| Mutual Fund Family | AllianceBernstein |
| Mutual Fund Category | Muni Single State Short |
| Benchmark | Dow Jones Industrial |
| Phone | 212 486 5800 |
| Currency | USD - US Dollar |
California Municipal Key Financial Ratios
California Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining California Municipal's current stock value. Our valuation model uses many indicators to compare California Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across California Municipal competition to find correlations between indicators driving California Municipal's intrinsic value. More Info.California Municipal Portfolio is rated second largest fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 144.35 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 California Municipal's earnings, one of the primary drivers of an investment's value.California Municipal Systematic Risk
California Municipal's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. California Municipal 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on California Municipal correlated with the market. If Beta is less than 0 California Municipal generally moves in the opposite direction as compared to the market. If California Municipal Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one California Municipal is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of California Municipal is generally in the same direction as the market. If Beta > 1 California Municipal moves generally in the same direction as, but more than the movement of the benchmark.
California Municipal Thematic Clasifications
California Municipal Portfolio is part of several thematic ideas from Munis Funds to Money Market Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasCalifornia Municipal Portfolio is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Short category is currently estimated at about 3 Billion. California Municipal totals roughly 1.3 Billion in net asset claiming about 43% of funds under Muni Single State Short category.California Municipal March 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of California Municipal help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of California Municipal Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of California Municipal Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing California Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build California Municipal's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 0.7291 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.2896 |
Other Information on Investing in California Mutual Fund
California Municipal financial ratios help investors to determine whether California 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 California with respect to the benefits of owning California Municipal security.
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