Limited Term Competition

Mutual Funds . USA . 
Fund . Limited Term Tax
LTEBX Fund  USD 15.37  0.01  0.07%   
Limited Term Tax competes with Wells Fargo, Nuveen High, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Muni National Short category and is part of American Funds family. The entity is thematically classified as Corporate Bonds Funds. Analyzing Limited Term competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Limited Term to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Limited Term Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Limited Term competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
15.2215.3715.52
Details
Intrinsic
Valuation
LowRealHigh
14.8414.9916.91
Details
Naive
Forecast
LowNextHigh
15.2415.3915.54
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.2715.3415.41
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Limited Term. Your research has to be compared to or analyzed against Limited Term's peers to derive any actionable benefits. When done correctly, Limited Term's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Limited Term Tax.

Limited Term Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Limited Term and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of LIMITED and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Limited Term Tax does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.74
WARDX
444859BR2
+ 0.71
NHMRX
LBHIX
+ 0.69
MSTSX
LBHIX
+ 0.56
ABHYX
ABHYX
+ 0.51
WARDX
LBHIX
+ 0.43
WARDX
  
High negative correlations   
VIASP
- 0.75
SCAXF
MSTSX
- 0.67
NHMRX
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
BRRAY
- 0.56
WARDX
MSTSX
- 0.51
BRRAY

Risk-Adjusted Indicators

There is a big difference between LIMITED Mutual Fund performing well and Limited Term Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Limited Term's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
WARDX  0.31 (0.01)(0.28) 0.27  0.39 
(0.31)
 0.60 
(0.67)
 1.87 
NHMRX  0.25  0.00  0.00  0.12  0.00 
 0.00 
 0.61 
(0.59)
 2.35 
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
All Fundamental Data

Limited Term Competitive Analysis

The better you understand Limited Term competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Limited Term's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Limited Term's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
LTEBX WARDX NHMRX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF
 0.07 
 15.37 
LIMITED
 0.43 
 11.79 
Wells
 0.07 
 14.98 
NUVEEN
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Weak
Insignificant
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Sell
Strong Sell
Strong Sell
Strong Sell
Hold
Sell
Cautious Hold
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
5.97 B
1.05 B
17.46 B
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
N/A
1.24
8.54
N/A
N/A
0.99
N/A
N/A
1.58
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
1.11
3.51
1.65
N/A
N/A
3.98
8.13
1.68
3.31
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
5.05
11.28
12.44
N/A
N/A
N/A
18.78
12.1
11.68
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
2.06
19.36
7.23
N/A
N/A
N/A
14.28
0.1
6.56
N/A
Equity Positions Weight
N/A
51.24
4.14
N/A
N/A
N/A
61.63
N/A
0.07
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
0.45
5.18
-1.65
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0026
0.0275
0.0531
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
0.03
12.45
88.63
N/A
N/A
N/A
22.72
2.0
92.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
1000 K
100 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
3.47 B
18.08 M
25.27 B
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
Last Dividend Paid
N/A
0.12
0.07
N/A
N/A
4.6
N/A
0.03
0.02
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
N/A
12.37
10.3
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
Price To Sales
N/A
0.83
1.16
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
2.12
5.61
5.61
N/A
N/A
N/A
11.76
5.77
6.69
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
2.64
3.38
6.65
N/A
N/A
N/A
N/A
4.84
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
15.37
11.79
14.98
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
(0.01)
0.05
(0.01)
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.77
Day Median Price
15.37
11.79
14.98
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Price Action Indicator
(0.01)
0.025
(0.01)
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
Coefficient Of Variation
2456.66
53804.75
(3,114)
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
Mean Deviation
0.0903
0.3062
0.2456
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
Jensen Alpha
(0.01)
(0.01)
(0)
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
Total Risk Alpha
(0.02)
(0.06)
(0.07)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
Sortino Ratio
(0.43)
(0.28)
N/A
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
Downside Variance
0.0569
0.156
N/A
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
Standard Deviation
0.1483
0.3773
0.3849
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
Kurtosis
5.91
(0.13)
4.24
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
Potential Upside
0.1956
0.5988
0.6135
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
Treynor Ratio
(0.24)
0.2657
0.1221
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
Maximum Drawdown
0.7821
1.87
2.35
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
Variance
0.022
0.1424
0.1482
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
Market Risk Adjusted Performance
(0.23)
0.2757
0.1321
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
Risk Adjusted Performance
(0.01)
(0.01)
(0.03)
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
Skewness
(1.25)
(0.15)
(0.86)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
Semi Deviation
0.121
0.3878
N/A
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
Information Ratio
(0.70)
(0.29)
(0.32)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
Value At Risk
(0.19)
(0.67)
(0.59)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
Expected Short fall
(0.13)
(0.31)
N/A
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
Downside Deviation
0.2385
0.3949
N/A
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
Semi Variance
0.0146
0.1504
N/A
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A

Limited Term Competition Performance Charts

Five steps to successful analysis of Limited Term Competition

Limited Term's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Limited Term Tax in relation to its competition. Limited Term's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Limited Term in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Limited Term's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Limited Term Tax, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 69 constituents at this time.
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Other Information on Investing in LIMITED Mutual Fund

Limited Term financial ratios help investors to determine whether LIMITED 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 LIMITED with respect to the benefits of owning Limited Term security.
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