Dreyfus Intermediate Ten Year Return vs. Minimum Initial Investment

DITEX Fund  USD 12.58  0.03  0.24%   
Based on the measurements of profitability obtained from Dreyfus Intermediate's financial statements, Dreyfus Intermediate Municipal may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Dreyfus Intermediate's ability to earn profits and add value for shareholders.
For Dreyfus Intermediate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dreyfus Intermediate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dreyfus Intermediate Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dreyfus Intermediate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dreyfus Intermediate Municipal over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Dreyfus Intermediate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dreyfus Intermediate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dreyfus Intermediate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Dreyfus Intermediate Minimum Initial Investment vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Intermediate's current stock value. Our valuation model uses many indicators to compare Dreyfus Intermediate value to that of its competitors to determine the firm's financial worth.
Dreyfus Intermediate Municipal is one of the top funds in ten year return among similar funds. It also is one of the top funds in minimum initial investment among similar funds making about  737.46  of Minimum Initial Investment per Ten Year Return. 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 Dreyfus Intermediate's earnings, one of the primary drivers of an investment's value.

Dreyfus Minimum Initial Investment vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Dreyfus Intermediate

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.39 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Dreyfus Intermediate

Minimum Initial Investment

=

First Fund Deposit

 = 
2.5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.

Dreyfus Minimum Initial Investment Comparison

Dreyfus Intermediate is currently under evaluation in minimum initial investment among similar funds.

Dreyfus Intermediate Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Dreyfus Intermediate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dreyfus Intermediate will eventually generate negative long term returns. The profitability progress is the general direction of Dreyfus Intermediate's change in net profit over the period of time. It can combine multiple indicators of Dreyfus Intermediate, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests at least 80 percent of its assets in municipal bonds rated, at the time of purchase, A or higher or the unrated equivalent as determined by Insight North America LLC, the funds sub-adviser. The fund may invest up to 20 percent of its assets in municipal bonds rated, at the time of purchase, below A, including bonds rated below investment grade or the unrated equivalent as determined by the adviser.

Dreyfus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Dreyfus Intermediate. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dreyfus Intermediate position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dreyfus Intermediate's important profitability drivers and their relationship over time.

Use Dreyfus Intermediate in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dreyfus Intermediate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dreyfus Intermediate will appreciate offsetting losses from the drop in the long position's value.

Dreyfus Intermediate Pair Trading

Dreyfus Intermediate Municipal Pair Trading Analysis

The ability to find closely correlated positions to Dreyfus Intermediate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dreyfus Intermediate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dreyfus Intermediate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dreyfus Intermediate Municipal to buy it.
The correlation of Dreyfus Intermediate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dreyfus Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dreyfus Intermediate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dreyfus Intermediate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Dreyfus Intermediate position

In addition to having Dreyfus Intermediate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Entertainment Thematic Idea Now

Entertainment
Entertainment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Entertainment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Entertainment Theme or any other thematic opportunities.
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Other Information on Investing in Dreyfus Mutual Fund

To fully project Dreyfus Intermediate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dreyfus Intermediate at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dreyfus Intermediate's income statement, its balance sheet, and the statement of cash flows.
Potential Dreyfus Intermediate investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Dreyfus Intermediate investors may work on each financial statement separately, they are all related. The changes in Dreyfus Intermediate's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dreyfus Intermediate's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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