Tax-free Conservative Financials
| TFCAX Fund | USD 10.00 0.00 0.00% |
Tax-Free |
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.
Tax-free Conservative Fund Summary
Tax-free Conservative competes with Diversified Bond, Columbia Diversified, Guggenheim Diversified, Federated Hermes, and Jpmorgan Diversified. Under normal circumstances, the fund will invest at least 80 percent of its net assets in U.S. dollar-denominated municipal securities that the funds sub-adviser believes present minimal credit risks to the fund and that pay interest that is exempt from federal income taxes and is not taxable under the federal alternative minimum tax applicable to individuals.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US78413L6478 |
| Business Address | SEI Institutional Managed |
| Mutual Fund Family | SEI |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 342 5734 |
| Currency | USD - US Dollar |
Tax-Free Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tax-free Conservative's current stock value. Our valuation model uses many indicators to compare Tax-free Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tax-free Conservative competition to find correlations between indicators driving Tax-free Conservative's intrinsic value. More Info.Tax Free Conservative Income is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 399.50 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-free Conservative's earnings, one of the primary drivers of an investment's value.Tax Free Conservative Systematic Risk
Tax-free Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tax-free Conservative 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 with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Tax Free Conservative correlated with the market. If Beta is less than 0 Tax-free Conservative generally moves in the opposite direction as compared to the market. If Tax-free Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tax Free Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tax-free Conservative is generally in the same direction as the market. If Beta > 1 Tax-free Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Tax-free Conservative Thematic Clasifications
Tax Free Conservative Income is part of Conservative 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 with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation
This theme covers Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. Get More Thematic Ideas
Tax Free Conservative Income is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Short category is currently estimated at about 17.06 Billion. Tax-free Conservative maintains roughly 157.83 Million in net asset contributing less than 1% to funds under Muni National Short category.| Conservative Funds | View |
Tax-free Conservative January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tax-free Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tax Free Conservative Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tax Free Conservative Income based on widely used predictive technical indicators. In general, we focus on analyzing Tax-Free Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tax-free Conservative's daily price indicators and compare them against related drivers.
| Information Ratio | (1.39) | |||
| Maximum Drawdown | 0.4022 | |||
| Potential Upside | 0.1002 |
Other Information on Investing in Tax-Free Mutual Fund
Tax-free Conservative financial ratios help investors to determine whether Tax-Free 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-Free with respect to the benefits of owning Tax-free Conservative security.
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