Tax Exempt Intermediate Term Fund Quote

USATX Fund  USD 12.64  0.03  0.24%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Tax Exempt is trading at 12.64 as of the 26th of November 2024; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 12.61. Tax Exempt has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Tax Exempt Intermediate Term are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for federal income tax purposes . During normal market conditions, at least 80 percent of its net assets will consist of tax-exempt securities. More on Tax Exempt Intermediate Term

Moving together with Tax Mutual Fund

  0.62UINCX Income Fund IncomePairCorr
  0.63UITBX Intermediate Term BondPairCorr
  1.0UITIX Usaa Tax ExemptPairCorr

Tax Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Victory Capital (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of July 2023
Fiscal Year EndFebruary
Tax Exempt Intermediate Term [USATX] is traded in USA and was established 26th of November 2024. Tax Exempt is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Victory Capital family. This fund at this time has accumulated 3.7 B in net assets with no minimum investment requirementsTax Exempt Intermediate is currently producing year-to-date (YTD) return of 2.84% with the current yeild of 0.01%, while the total return for the last 3 years was 0.05%.
Check Tax Exempt Probability Of Bankruptcy

Instrument Allocation

Tax Exempt Intermediate Risk Profiles

Tax Exempt Against Markets

Other Information on Investing in Tax Mutual Fund

Tax Exempt financial ratios help investors to determine whether Tax 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 with respect to the benefits of owning Tax Exempt security.
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