Gurtin California Muni Fund Fundamentals
| GCMVX Fund | USD 9.98 0.01 0.10% |
Gurtin California Muni fundamentals help investors to digest information that contributes to Gurtin California's financial success or failures. It also enables traders to predict the movement of Gurtin Mutual Fund. The fundamental analysis module provides a way to measure Gurtin California's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Gurtin California mutual fund.
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Gurtin California Muni Mutual Fund One Year Return Analysis
Gurtin California's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Gurtin California One Year Return | 1.22 % |
Most of Gurtin California's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Gurtin California Muni is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Gurtin California Muni has an One Year Return of 1.2206%. This is much higher than that of the Gurtin family and significantly higher than that of the Muni California Intermediate category. The one year return for all United States funds is notably lower than that of the firm.
Gurtin California Muni Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gurtin California's current stock value. Our valuation model uses many indicators to compare Gurtin California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gurtin California competition to find correlations between indicators driving Gurtin California's intrinsic value. More Info.Gurtin California Muni is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 459.20 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 Gurtin California's earnings, one of the primary drivers of an investment's value.Gurtin One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Gurtin California's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Gurtin California could also be used in its relative valuation, which is a method of valuing Gurtin California by comparing valuation metrics of similar companies.Gurtin California is rated below average in one year return among similar funds.
Fund Asset Allocation for Gurtin California
The fund consists of 97.62% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Gurtin California's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Gurtin Fundamentals
| Total Asset | 70.48 M | ||||
| Annual Yield | 0.0005 % | ||||
| Year To Date Return | 0.23 % | ||||
| One Year Return | 1.22 % | ||||
| Three Year Return | 0.08 % | ||||
| Five Year Return | 0.76 % | ||||
| Net Asset | 64.1 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 2.38 % | ||||
| Bond Positions Weight | 97.62 % |
About Gurtin California Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Gurtin California Muni's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Gurtin California using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Gurtin California Muni based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests under normal circumstances at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax and California income tax . California Municipal Bonds generally are issued by or on behalf of the State of California and its political subdivisions, financing authorities and their agencies.
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Other Information on Investing in Gurtin Mutual Fund
Gurtin California financial ratios help investors to determine whether Gurtin 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 Gurtin with respect to the benefits of owning Gurtin California security.
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