Bmo Intermediate Tax Free Fund Fundamentals
Bmo Intermediate Tax Free fundamentals help investors to digest information that contributes to Bmo Intermediate's financial success or failures. It also enables traders to predict the movement of Bmo Mutual Fund. The fundamental analysis module provides a way to measure Bmo Intermediate'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 Bmo Intermediate mutual fund.
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Bmo Intermediate Tax Free Mutual Fund Ten Year Return Analysis
Bmo Intermediate'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 Bmo Intermediate Ten Year Return | 3.32 % |
Most of Bmo Intermediate'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, Bmo Intermediate Tax Free 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.
CompetitionBased on the latest financial disclosure, Bmo Intermediate Tax Free has a Ten Year Return of 3.32%. This is much higher than that of the BMO Funds 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.
Bmo Intermediate Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bmo Intermediate's current stock value. Our valuation model uses many indicators to compare Bmo Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bmo Intermediate competition to find correlations between indicators driving Bmo Intermediate's intrinsic value. More Info.Bmo Intermediate Tax Free is the top fund in one year return among similar funds. It is the top fund in three year return among similar funds reporting about 2.71 of Three Year Return per One Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Bmo Intermediate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Bmo Intermediate's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Bmo Intermediate's earnings, one of the primary drivers of an investment's value.Bmo Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bmo Intermediate'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 Bmo Intermediate could also be used in its relative valuation, which is a method of valuing Bmo Intermediate by comparing valuation metrics of similar companies.Bmo Intermediate is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Bmo Intermediate
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides Bmo Intermediate'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.
Bmo Fundamentals
Total Asset | 1.93 B | |||
One Year Return | 0.87 % | |||
Three Year Return | 2.36 % | |||
Five Year Return | 2.55 % | |||
Ten Year Return | 3.32 % | |||
Net Asset | 1.93 B | |||
Minimum Initial Investment | 1 K | |||
Last Dividend Paid | 0.02 | |||
Cash Position Weight | 0.71 % | |||
Bond Positions Weight | 99.29 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Bmo Intermediate in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Bmo Intermediate's short interest history, or implied volatility extrapolated from Bmo Intermediate options trading.
Pair Trading with Bmo Intermediate
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 Bmo Intermediate 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 Bmo Intermediate will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to CarMax could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CarMax 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 CarMax - 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 CarMax Inc to buy it.
The correlation of CarMax 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 CarMax moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CarMax Inc 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 CarMax 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.Check out Trending Equities to better understand how to build diversified portfolios. 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 nation. Note that the Bmo Intermediate Tax information on this page should be used as a complementary analysis to other Bmo Intermediate'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Consideration for investing in Bmo Mutual Fund
If you are still planning to invest in Bmo Intermediate Tax check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Bmo Intermediate's history and understand the potential risks before investing.
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