Regina Conklin - Tax Exempt Fund Manager
| UTEIX Fund | USD 12.47 0.02 0.16% |
Shafer joined USAA Investment Management Company in 1991. She worked for five years in mutual fund support, performing accounting and reporting functions for fund portfolios. In 1996, she moved to a position as a fixedincome securities analyst before being named a portfolio manager in 1999. Shafer holds the Certified Public Accountant and Chartered Financial Analyst designation.
| Phone | 800-235-8396 |
Tax Exempt Management Performance (%)
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| Found 4 records | One Year Return | ||
| Neil Langberg | Tax Exempt Bond | N/A | |
| Jerome Clark | T Rowe Price | N/A | |
| Paul Ocenasek | Thrivent High Yield | N/A | |
| Chad Rach | Tax Exempt Bond | N/A | |
Tax Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Tax Exempt a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 22.41 M | |||
| Annual Yield | 0.0005 % | |||
| Year To Date Return | 0.36 % | |||
| One Year Return | 2.01 % | |||
| Three Year Return | (0.83) % | |||
| Five Year Return | 1.33 % | |||
| Ten Year Return | 3.57 % | |||
| Net Asset | 4.75 B | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.02 |
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.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tax Exempt Intermediate Term. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.