Taxable Municipal Financials
| DUTMX Fund | USD 7.52 0.01 0.13% |
Taxable |
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.
Taxable Municipal Fund Summary
Taxable Municipal competes with Tiaa Cref, Adams Diversified, The Gabelli, Sentinel Small, and Jhancock Diversified. The fund seeks to provide a steady flow of taxable income derived from taxable municipal securities of investment grade quality at the time of purchase with a weighted average nominal maturity normally greater than 10 years. The fund generally purchases taxable municipal bonds with nominal maturities typically ranging from 10-30 years. The fund is non-diversified.Specialization | Long-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dupree Mutual Funds |
| Mutual Fund Family | Dupree |
| Mutual Fund Category | Long-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 866 0614 |
| Currency | USD - US Dollar |
Taxable Municipal Key Financial Ratios
Taxable Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Taxable Municipal's current stock value. Our valuation model uses many indicators to compare Taxable Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Taxable Municipal competition to find correlations between indicators driving Taxable Municipal's intrinsic value. More Info.Taxable Municipal Bond 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 912.40 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 Taxable Municipal's earnings, one of the primary drivers of an investment's value.Taxable Municipal Bond Systematic Risk
Taxable Municipal's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Taxable Municipal 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Taxable Municipal Bond correlated with the market. If Beta is less than 0 Taxable Municipal generally moves in the opposite direction as compared to the market. If Taxable Municipal Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Taxable Municipal Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Taxable Municipal is generally in the same direction as the market. If Beta > 1 Taxable Municipal moves generally in the same direction as, but more than the movement of the benchmark.
Taxable Municipal November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Taxable Municipal help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Taxable Municipal Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Taxable Municipal Bond based on widely used predictive technical indicators. In general, we focus on analyzing Taxable Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Taxable Municipal's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4818 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 1.75 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.5405 |
Other Information on Investing in Taxable Mutual Fund
Taxable Municipal financial ratios help investors to determine whether Taxable 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 Taxable with respect to the benefits of owning Taxable Municipal security.
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