Intermediate Term Bond Fund Fundamentals
| URIBX Fund | USD 8.91 0.02 0.22% |
Intermediate Term Bond Fund fundamentals help investors to digest information that contributes to Intermediate Term's financial success or failures. It also enables traders to predict the movement of Intermediate Mutual Fund. The fundamental analysis module provides a way to measure Intermediate Term'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 Intermediate Term mutual fund.
Intermediate |
Intermediate Term Bond Fund Mutual Fund Annual Yield Analysis
Intermediate Term's 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.
Current Intermediate Term Annual Yield | 0 % |
Most of Intermediate Term's fundamental indicators, such as Annual Yield, 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, Intermediate Term Bond Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the recently published financial statements, Intermediate Term Bond Fund has an Annual Yield of 0.0032%. This is much higher than that of the USAA family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Intermediate Term Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Intermediate Term's current stock value. Our valuation model uses many indicators to compare Intermediate Term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Intermediate Term competition to find correlations between indicators driving Intermediate Term's intrinsic value. More Info.Intermediate Term Bond Fund is rated fifth in annual yield among similar funds. It is rated fifth in year to date return among similar funds creating about 88.91 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Intermediate Term by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Intermediate Term'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 Intermediate Term's earnings, one of the primary drivers of an investment's value.Intermediate Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Intermediate Term's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Intermediate Term could also be used in its relative valuation, which is a method of valuing Intermediate Term by comparing valuation metrics of similar companies.Intermediate Term is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Intermediate Term
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Intermediate Term'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.
Intermediate Fundamentals
| Total Asset | 3.21 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.28 % | ||||
| One Year Return | 0.89 % | ||||
| Three Year Return | (2.07) % | ||||
| Five Year Return | 1.62 % | ||||
| Ten Year Return | 5.39 % | ||||
| Net Asset | 3.75 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 0.27 % | ||||
| Bond Positions Weight | 8.93 % |
About Intermediate Term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Intermediate Term Bond Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Intermediate Term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Intermediate Term Bond Fund 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.The fund normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.
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 Intermediate Term 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, Intermediate Term's short interest history, or implied volatility extrapolated from Intermediate Term options trading.
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 Intermediate Term Bond Fund. 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 bureau of labor statistics. Note that the Intermediate Term Bond information on this page should be used as a complementary analysis to other Intermediate Term'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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.