Tax Exempt Financials
| TFEBX Fund | USD 12.60 0.02 0.16% |
Tax |
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.
Tax Exempt Fund Summary
Tax Exempt competes with L Abbett, Mid Cap, T Rowe, Qs Moderate, and Smallcap Growth. The fund will invest at least 80 percent of its assets in, or derive at least 80 percent of its income from, securities that are exempt from regular federal income tax. It will not invest in securities that subject the investors to federal alternative minimum tax. It invests at least 65 percent in debt securities rated A- or better or A3 or better by Nationally Recognized Statistical Rating Organizations designated by the funds investment adviser, or unrated but determined by the funds investment adviser to be of equivalent quality.Specialization | Muni National Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | The Tax-Exempt Bond |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Muni National Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
Tax Financial Ratios 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 Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,365 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.Tax Exempt Bond Systematic Risk
Tax Exempt's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tax Exempt 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-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Tax Exempt Bond correlated with the market. If Beta is less than 0 Tax Exempt generally moves in the opposite direction as compared to the market. If Tax Exempt Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tax Exempt Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tax Exempt is generally in the same direction as the market. If Beta > 1 Tax Exempt moves generally in the same direction as, but more than the movement of the benchmark.
Tax Exempt December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tax Exempt help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tax Exempt Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tax Exempt Bond based on widely used predictive technical indicators. In general, we focus on analyzing Tax Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tax Exempt's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3619 | |||
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 1.29 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.318 |
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.
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