Tax Exempt Mutual Fund Money Managers
| TEAFX Fund | USD 12.25 0.03 0.24% |
Tax Exempt is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Tax Exempt Bond investing strategy and managing its portfolio trading activities. Break down of Tax Exempt's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Tax Exempt's future under-performance.
| Neil Langberg Executive Fund Manager |
| More |
| Chad Rach Executive Fund Manager |
| More |
Tax |
Tax Exempt Net Asset Comparison
Tax Exempt Bond is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Interm category is currently estimated at about 534.2 Billion. Tax Exempt holds roughly 18.5 Billion in net asset claiming about 3% of funds under Muni National Interm category.
Tax Exempt Bond Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Tax Exempt Bond Price Series Summation is a cross summation of Tax Exempt price series and its benchmark/peer.
Tax Exempt Notable Stakeholders
A Tax Exempt stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Tax Exempt often face trade-offs trying to please all of them. Tax Exempt's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Tax Exempt's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Neil Langberg | Fund Manager | Profile | |
| Chad Rach | Fund Manager | Profile |
About Tax Exempt Management Performance
The success or failure of an entity such as Tax Exempt Bond often depends on how effective the management is. Tax Exempt management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Tax management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Tax management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. It will not invest in securities that subject the investors to federal alternative minimum tax. It invests at least 65 percent in debt securities rated A- or better or A3 or better by Nationally Recognized Statistical Rating Organizations designated by the funds investment adviser, or unrated but determined by the funds investment adviser to be of equivalent quality.
Please note that past performance is not an indicator of the future performance of Tax Exempt, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tax Exempt Bond. 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 census. Note that the Tax Exempt Bond information on this page should be used as a complementary analysis to other Tax Exempt's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.