Near Term Tax Free Fund Quote

NEARX Fund  USD 2.10  0.00  0.00%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Near-term Tax is trading at 2.10 as of the 20th of March 2025; that is No Change since the beginning of the trading day. The fund's open price was 2.1. Near-term Tax has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax. US Global is traded on NASDAQ Exchange in the United States.. More on Near Term Tax Free

Moving together with Near-term Mutual Fund

  0.83VMLTX Vanguard Limited TermPairCorr
  0.83VMLUX Vanguard Limited TermPairCorr
  0.81VWSTX Vanguard Short TermPairCorr
  0.81VWSUX Vanguard Short TermPairCorr
  0.87GDUSX Goldman Sachs ShortPairCorr
  0.85GANPX Goldman Sachs ShortPairCorr

Near-term Mutual Fund Highlights

Fund ConcentrationMuni Short Term Bond Funds, Muni National Short, U.S. Global Investors, Muni National Short, Muni National Short (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Near Term Tax Free [NEARX] is traded in USA and was established 20th of March 2025. The fund is listed under Muni National Short category and is part of U.S. Global Investors family. This fund now has accumulated 29.88 M in assets with minimum initial investment of 5 K. Near Term Tax is currently producing year-to-date (YTD) return of 0.87% with the current yeild of 0.0%, while the total return for the last 3 years was 1.18%.
Check Near-term Tax Probability Of Bankruptcy

Instrument Allocation

Top Near Term Tax Free Mutual Fund Constituents

ITMVanEck Intermediate MuniEtfMuni National Interm
MLNVanEck Long MuniEtfMuni National Long
SMBVanEck Short MuniEtfMuni National Short
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Near Term Tax Risk Profiles

Near-term Tax Against Markets

Other Information on Investing in Near-term Mutual Fund

Near-term Tax financial ratios help investors to determine whether Near-term 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 Near-term with respect to the benefits of owning Near-term Tax security.
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