The Missouri Tax Free Fund Manager Performance Evaluation
| CFMOX Fund | USD 18.38 0.04 0.22% |
The entity has a beta of 0.0507, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Missouri's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Missouri is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days The Missouri Tax Free has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, The Missouri is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.6800 |
The |
The Missouri Relative Risk vs. Return Landscape
If you would invest 1,849 in The Missouri Tax Free on October 21, 2024 and sell it today you would lose (11.00) from holding The Missouri Tax Free or give up 0.59% of portfolio value over 90 days. The Missouri Tax Free is currently producing negative expected returns and takes up 0.2427% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Missouri Current Valuation
Fairly Valued
Today
Please note that The Missouri's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Missouri Tax has a current Real Value of $18.41 per share. The regular price of the fund is $18.38. We determine the value of Missouri Tax from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since The Missouri is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The Missouri's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.38 | Real 18.41 | Hype 18.38 | Naive 18.41 |
The intrinsic value of The Missouri's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence The Missouri's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Missouri Tax Free helps investors to forecast how The mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of The Missouri more accurately as focusing exclusively on The Missouri's fundamentals will not take into account other important factors: The Missouri Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Missouri's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Missouri Tax Free, and traders can use it to determine the average amount a The Missouri's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0385
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFMOX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average The Missouri is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of The Missouri by adding The Missouri to a well-diversified portfolio.
The Missouri Fundamentals Growth
The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Missouri, and The Missouri fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on The Mutual Fund performance.
| Price To Earning | 7.02 X | ||||
| Price To Book | 6.68 X | ||||
| Price To Sales | 0.94 X | ||||
About The Missouri Performance
Evaluating The Missouri's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Missouri has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if The Missouri has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes, in Missouri municipal bonds, the income from which, in the opinion of bond counsel, is exempt from regular federal income taxes, federal alternative minimum taxes and Missouri taxes. It may invest up to 10 percent of its total assets in such unrated securities.Things to note about Missouri Tax performance evaluation
Checking the ongoing alerts about The Missouri for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Missouri Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Missouri Tax generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Missouri Tax holds about 97.99% of its assets under management (AUM) in fixed income securities |
- Analyzing The Missouri's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether The Missouri's stock is overvalued or undervalued compared to its peers.
- Examining The Missouri's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating The Missouri's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Missouri's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Missouri's mutual fund. These opinions can provide insight into The Missouri's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in The Mutual Fund
The Missouri financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Missouri security.
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