Tax Exempt Fund Of Fund Filter Stocks by Fundamentals
TEFEX Fund | USD 16.66 0.01 0.06% |
Tax Exempt Fund Of fundamentals help investors to digest information that contributes to Tax Exempt's financial success or failures. It also enables traders to predict the movement of Tax Mutual Fund. The fundamental analysis module provides a way to measure Tax Exempt's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Tax Exempt mutual fund.
Tax |
Did you try this?
Run AI Portfolio Architect Now
AI Portfolio ArchitectUse AI to generate optimal portfolios and find profitable investment opportunities |
All Next | Launch Module |
Fund Asset Allocation for Tax Exempt
The fund consists of 98.77% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Tax Exempt's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Tax Fundamentals
Total Asset | 3.27 B | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 2.32 % | ||||
One Year Return | 2.61 % | ||||
Three Year Return | (0.30) % | ||||
Five Year Return | 1.18 % | ||||
Ten Year Return | 4.64 % | ||||
Net Asset | 2.26 B | ||||
Minimum Initial Investment | 1 K | ||||
Cash Position Weight | 1.23 % | ||||
Bond Positions Weight | 98.77 % |
About Tax Exempt Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tax Exempt Fund Of's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax Exempt using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax Exempt Fund Of based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation |