Tax Free Conservative Income Fund Equity Positions Weight
| TFCAX Fund | USD 10.00 0.01 0.10% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Tax-free Conservative's long-term financial health and intrinsic value.
Tax-free |
Tax Free Conservative Income Mutual Fund Equity Positions Weight Analysis
Tax-free Conservative's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Tax Free Conservative Income has an Equity Positions Weight of 0.0%. This indicator is about the same for the SEI average (which is currently at 0.0) family and about the same as Muni National Short (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Tax-free Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Tax-free Conservative's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Tax-free Conservative could also be used in its relative valuation, which is a method of valuing Tax-free Conservative by comparing valuation metrics of similar companies.Tax Free is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Tax-free Conservative
.Asset allocation divides Tax-free Conservative'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.
Tax-free Fundamentals
| Total Asset | 153.54 M | ||||
| Annual Yield | 0.0004 % | ||||
| Year To Date Return | 0.69 % | ||||
| One Year Return | 2.87 % | ||||
| Three Year Return | 2.62 % | ||||
| Five Year Return | 1.58 % | ||||
| Net Asset | 157.83 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 32.16 % | ||||
| Bond Positions Weight | 67.84 % |
About Tax-free Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tax Free Conservative Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax-free Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax Free Conservative Income 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Tax-free Mutual Fund
Tax-free Conservative financial ratios help investors to determine whether Tax-free 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-free with respect to the benefits of owning Tax-free Conservative security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |