Tax-exempt Fund Financial Statements From 2010 to 2024
| EXCAX Fund | USD 16.82 0.01 0.06% |
Check Tax-exempt Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Tax-exempt Fund's main balance sheet or income statement drivers, such as , as well as many indicators such as . Tax-exempt financial statements analysis is a perfect complement when working with Tax-exempt Fund Valuation or Volatility modules.
Tax-exempt |
Tax Exempt Fund Of Mutual Fund Three Year Return Analysis
Tax-exempt Fund's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Tax-exempt Fund Three Year Return | 0.12 % |
Most of Tax-exempt Fund's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Tax Exempt Fund Of is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Tax Exempt Fund Of has a Three Year Return of 0.1175%. This is much higher than that of the Eaton Vance family and significantly higher than that of the Muni California Long category. The three year return for all United States funds is notably lower than that of the firm.
Tax Exempt Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tax-exempt Fund's current stock value. Our valuation model uses many indicators to compare Tax-exempt Fund 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 Fund competition to find correlations between indicators driving Tax-exempt Fund's intrinsic value. More Info.Tax Exempt Fund Of is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,070 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 Fund's earnings, one of the primary drivers of an investment's value.About Tax-exempt Fund Financial Statements
Tax-exempt Fund investors use historical fundamental indicators, such as Tax-exempt Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Tax-exempt Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objectives by primarily investing in municipal bonds issued by the state of California and its agencies and municipalities. It may also invest in municipal securities that are issued by jurisdictions outside California. 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 both regular federal and California income taxes and that do not subject the investors to federal alternative minimum tax.
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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-exempt Mutual Fund
Tax-exempt Fund financial ratios help investors to determine whether Tax-exempt 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-exempt with respect to the benefits of owning Tax-exempt Fund security.
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