Intermediate-term Financials
| TWWOX Fund | USD 10.73 0.01 0.09% |
Intermediate-term |
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.
Intermediate-term Fund Summary
Intermediate-term competes with Needham Aggressive, Prudential High, Virtus High, Ab High, and Transamerica High. The fund primarily invests in investment-grade debt securities and, under normal market conditions, will invest at least 80 percent of its net assets in debt securities with interest payments exempt from federal income tax. The funds weighted average maturity will be not less than three years nor more than ten years. However, there is no maturity limit on individual securities. The portfolio managers also may buy investment-grade debt securities with interest payments exempt from regular federal income tax, but not exempt from the federal alternative minimum tax.Specialization | Muni National Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | American Century Municipal |
| Mutual Fund Family | American Century Investments |
| Mutual Fund Category | Muni National Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 2021 |
| Currency | USD - US Dollar |
Intermediate-term Key Financial Ratios
Intermediate-term Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate-term's current stock value. Our valuation model uses many indicators to compare Intermediate-term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate-term competition to find correlations between indicators driving Intermediate-term's intrinsic value. More Info.Intermediate Term Tax Free Bond 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 84.11 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 Intermediate-term's earnings, one of the primary drivers of an investment's value.Intermediate Term Tax Systematic Risk
Intermediate-term's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Intermediate-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 fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Intermediate Term Tax correlated with the market. If Beta is less than 0 Intermediate-term generally moves in the opposite direction as compared to the market. If Intermediate-term Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Intermediate Term Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Intermediate-term is generally in the same direction as the market. If Beta > 1 Intermediate-term moves generally in the same direction as, but more than the movement of the benchmark.
Intermediate-term January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Intermediate-term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Intermediate Term Tax Free Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Intermediate Term Tax Free Bond based on widely used predictive technical indicators. In general, we focus on analyzing Intermediate-term Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Intermediate-term's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3514 | |||
| Information Ratio | (0.40) | |||
| Maximum Drawdown | 1.22 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.3714 |
Other Information on Investing in Intermediate-term Mutual Fund
Intermediate-term financial ratios help investors to determine whether Intermediate-term 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 Intermediate-term with respect to the benefits of owning Intermediate-term security.
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