Limited Term Annual Yield vs. Cash Position Weight
| LTXFX Fund | USD 15.44 0.02 0.13% |
For Limited Term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Limited Term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Limited Term Tax utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Limited Term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Limited Term Tax over time as well as its relative position and ranking within its peers.
Limited |
Limited Term Tax Cash Position Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Limited Term's current stock value. Our valuation model uses many indicators to compare Limited Term value to that of its competitors to determine the firm's financial worth. Limited Term Tax is number one fund in annual yield among similar funds. It also is number one fund in cash position weight among similar funds creating about 1,859 of Cash Position Weight 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 Limited Term's earnings, one of the primary drivers of an investment's value.Limited Cash Position Weight vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Limited Term |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Limited Term |
| = | 5.02 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Limited Cash Position Weight Comparison
Limited Term is currently under evaluation in cash position weight among similar funds.
Limited Term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Limited Term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Limited Term will eventually generate negative long term returns. The profitability progress is the general direction of Limited Term's change in net profit over the period of time. It can combine multiple indicators of Limited Term, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund will invest at least 80 percent of its assets in, or derive at least 80 percent of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the funds investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the funds portfolio is between three and 10 years.
Limited Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Limited Term. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Limited Term position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Limited Term's important profitability drivers and their relationship over time.
Use Limited Term in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Limited Term position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Limited Term will appreciate offsetting losses from the drop in the long position's value.Limited Term Pair Trading
Limited Term Tax Pair Trading Analysis
The ability to find closely correlated positions to Limited Term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Limited Term when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Limited Term - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Limited Term Tax to buy it.
The correlation of Limited Term is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Limited Term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Limited Term Tax moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Limited Term can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Limited Term position
In addition to having Limited Term in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Government Funds Thematic Idea Now
Government Funds
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Government Funds Theme or any other thematic opportunities.
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Other Information on Investing in Limited Mutual Fund
To fully project Limited Term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Limited Term Tax at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Limited Term's income statement, its balance sheet, and the statement of cash flows.
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