DTF (DTF Tax-Freeome 2028 Term Fund) Momentum Rank: 4 (As of Sep. 16, 2026) — 20% Below Median

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

DTF DTF Tax-Free Income 2028 Term Fund Inc DTF
55 GF Score
Price $11.48
GF Value $12.23
Valuation Fairly Valued
! 6 Warning Signs
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What is DTF Tax-Freeome 2028 Term Fund Momentum Rank?

DTF Tax-Freeome 2028 Term Fund DTF +0.70% 55 Momentum Rank is 4 as of Sep. 16, 2026, which is 20% below its 10-year median of 5.00. GuruFocus rates DTF with a GF Score™ of 55/100 and a GF Value™ of $12.23 (Fairly Valued). The stock has 6 warning signs investors should review.

DTF Tax-Freeome 2028 Term Fund has the Momentum Rank of 4.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

DTF Tax-Freeome 2028 Term Fund Momentum Rank Related Terms

DTF vs AFCG, HNNA, VGI: Momentum Rank Comparison

For the Asset Management subindustry, DTF Tax-Freeome 2028 Term Fund's Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

DTF Tax-Freeome 2028 Term Fund Momentum Rank vs Asset Management Industry

For the Asset Management industry and Financial Services sector, DTF Tax-Freeome 2028 Term Fund's Momentum Rank distribution charts can be found below:

* The bar in red indicates where DTF Tax-Freeome 2028 Term Fund's Momentum Rank falls into.


DTF
55GF Score
DTF Tax-Free Income 2028 Term Fund Inc DTF
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 4 mean?
DTF Tax-Freeome 2028 Term Fund (DTF) has a Momentum Rank of 4 as of Sep. 16, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on DTF Tax-Freeome 2028 Term Fund and its competitors. This is 20% below median its historical median of 5.00. Over the past decade, DTF Tax-Freeome 2028 Term Fund's Momentum Rank has ranged from 1.00 to 10.00.
Is DTF Tax-Freeome 2028 Term Fund's Momentum Rank too high?
DTF Tax-Freeome 2028 Term Fund's current Momentum Rank of 4 is 20% below median its 10-year median of 5.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 10.00. Overall, DTF Tax-Freeome 2028 Term Fund has a GF Score™ of 55/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does DTF Tax-Freeome 2028 Term Fund's Momentum Rank compare to AFCG and HNNA?
DTF Tax-Freeome 2028 Term Fund's Momentum Rank of 4 can be compared against companies in the Asset Management industry. Historically, DTF Tax-Freeome 2028 Term Fund's own Momentum Rank has ranged from 1.00 to 10.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Momentum Rank for an Asset Management company?
A good Momentum Rank depends on the Asset Management industry context. However, Momentum Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on DTF Tax-Freeome 2028 Term Fund and its competitors. DTF Tax-Freeome 2028 Term Fund's current Momentum Rank is 4, which is 20% below median its own 10-year median of 5.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is DTF Tax-Freeome 2028 Term Fund stock overvalued right now?
Based on GuruFocus' analysis, DTF Tax-Freeome 2028 Term Fund (DTF) is currently considered Fairly Valued. The stock's GF Value™ is $12.23, compared to a current price of $11.48 — trading 6.1% below its estimated fair value. The current Momentum Rank is 4, which is 20% below median its 10-year median of 5.00. DTF Tax-Freeome 2028 Term Fund's overall GF Score™ is 55/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For DTF Tax-Freeome 2028 Term Fund (DTF), the current Momentum Rank is 4 as of Sep. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is DTF Tax-Freeome 2028 Term Fund (DTF) Overvalued in 2026?

Based on GuruFocus' analysis, DTF Tax-Freeome 2028 Term Fund stock appears to be undervalued. The current stock price of $11.48 is trading 6.1% below its estimated GF Value™ of $12.23. GuruFocus considers DTF Tax-Freeome 2028 Term Fund to be Fairly Valued.

Key valuation signals for DTF:

  • Momentum Rank: 4 (20% below median its 10-year median of 5.00)
  • GF Value™: $12.23 vs. price of $11.48 (6.1% below fair value)
  • GF Score™: 55/100 with 6 warning signs

No single metric tells the full story. See the DTF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

DTF Tax-Freeome 2028 Term Fund Business Description

Address 10 South Wacker Drive, Suite 1900, 19th Floor, Chicago, IL, USA, 60606
DTF Tax-Free Income 2028 Term Fund Inc is a diversified closed-end management investment company. The Fund's investment objective is current income exempt from regular federal income tax consistent with the preservation of capital. It seeks to achieve its investment objective by investing mainly in a diversified portfolio of investment-grade tax-exempt obligations.
55GF Score

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Momentum Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$11.48
Price
$12.23
GF Value