Intermediate Taxamt Free Fund Fundamentals
| WITIX Fund | USD 10.97 0.01 0.09% |
Intermediate Taxamt Free Fund fundamentals help investors to digest information that contributes to Intermediate Tax/amt-free's financial success or failures. It also enables traders to predict the movement of INTERMEDIATE Mutual Fund. The fundamental analysis module provides a way to measure Intermediate Tax/amt-free'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 Intermediate Tax/amt-free mutual fund.
INTERMEDIATE |
Intermediate Taxamt Free Fund Mutual Fund Ten Year Return Analysis
Intermediate Tax/amt-free's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Intermediate Tax/amt-free Ten Year Return | 3.69 % |
Most of Intermediate Tax/amt-free's fundamental indicators, such as Ten 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, Intermediate Taxamt Free Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Intermediate Taxamt Free Fund has a Ten Year Return of 3.69%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Muni National Interm category. The ten year return for all United States funds is notably lower than that of the firm.
Intermediate Tax/amt-free Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Tax/amt-free's current stock value. Our valuation model uses many indicators to compare Intermediate Tax/amt-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Tax/amt-free competition to find correlations between indicators driving Intermediate Tax/amt-free's intrinsic value. More Info.Intermediate Taxamt Free Fund is rated below average in annual yield among similar funds. It is rated fifth in year to date return among similar funds creating about 626.11 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 Tax/amt-free's earnings, one of the primary drivers of an investment's value.INTERMEDIATE Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Intermediate Tax/amt-free's direct or indirect competition against its Ten 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 Intermediate Tax/amt-free could also be used in its relative valuation, which is a method of valuing Intermediate Tax/amt-free by comparing valuation metrics of similar companies.Intermediate Taxamt is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Intermediate Tax/amt-free
The fund invests most of its asset in various types of exotic instruments. .Asset allocation divides Intermediate Tax/amt-free'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.
INTERMEDIATE Fundamentals
| Total Asset | 568.92 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 2.32 % | |||
| One Year Return | 5.33 % | |||
| Three Year Return | 0.40 % | |||
| Five Year Return | 1.37 % | |||
| Ten Year Return | 3.69 % | |||
| Net Asset | 1.08 B | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 0.23 % | |||
| Bond Positions Weight | 0.33 % |
About Intermediate Tax/amt-free Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Intermediate Taxamt Free Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Intermediate Tax/amt-free using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Intermediate Taxamt Free Fund 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 at least 80 percent of the funds net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax . It invests up to 15 percent of the funds total assets in below investment-grade municipal securities. While the fund may purchase securities of any maturity, under normal circumstances, the advisor expects the funds dollar-weighted average effective maturity to be between 3 and 10 years.
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Intermediate Tax/amt-free financial ratios help investors to determine whether INTERMEDIATE 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 with respect to the benefits of owning Intermediate Tax/amt-free security.
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