Limited Term Financials
| LTEBX Fund | USD 15.37 0.01 0.07% |
LIMITED |
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.
Limited Term Fund Summary
Limited Term competes with Wells Fargo, Nuveen High, HUMANA, Barloworld, and Morningstar Unconstrained. 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 and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the funds investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the funds portfolio is between three and 10 years.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5327261062 |
| Business Address | Limited Term Tax-Exempt |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
LIMITED Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Limited Term's current stock value. Our valuation model uses many indicators to compare Limited Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Limited Term competition to find correlations between indicators driving Limited Term's intrinsic value. More Info.Limited Term Tax is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 816.77 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 Limited Term's earnings, one of the primary drivers of an investment's value.Limited Term Tax Systematic Risk
Limited Term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Limited Term 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Limited Term Tax correlated with the market. If Beta is less than 0 Limited Term generally moves in the opposite direction as compared to the market. If Limited Term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Limited Term Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Limited Term is generally in the same direction as the market. If Beta > 1 Limited Term moves generally in the same direction as, but more than the movement of the benchmark.
Limited Term Thematic Clasifications
Limited Term Tax is part of Corporate Bonds Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in corporate debt instruments. Funds or Etfs investing in different types of corporate debt instruments
This theme covers Funds investing in corporate debt instruments. Funds or Etfs investing in different types of corporate debt instruments. Get More Thematic Ideas
Limited Term Tax is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Short category is currently estimated at about 80.71 Billion. Limited Term holds roughly 5.97 Billion in net asset claiming about 7% of funds under Muni National Short category.| Corporate Bonds Funds | View |
Limited Term November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Limited Term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Limited Term Tax. We use our internally-developed statistical techniques to arrive at the intrinsic value of Limited Term Tax based on widely used predictive technical indicators. In general, we focus on analyzing LIMITED Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Limited Term's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2385 | |||
| Information Ratio | (0.70) | |||
| Maximum Drawdown | 0.7821 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.1956 |
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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