Russell Tax Exempt Bond E Profile





Last 1 Month(s)
10 Days Price Trend
Highest PriceOctober 1, 201523.13
Lowest PricSeptember 16, 201522.92

Russell Tax Market Sensitivity

As returns on market increase, Russell Tax returns are expected to increase less than the market. However during bear market, the loss on holding Russell Tax will be expected to be smaller as well.

Russell Tax Risk Profiles

NameRussell Tax Exempt Bond E
InstrumentUSA Fund
IndustryMuni National Interm
Contact Number800 787 7354
Risk-adjusted AdviceStrong Hold Fairly Valued
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange

Key Fundamentals

Russell Tax Agains Markets

 United States Nasdaq   1.74 % Macroaxis: change 1.74 Moved Up  
 United States NYSE   1.55 % Macroaxis: change 1.554 Moved Up  
 United States Russel   1.51 % Macroaxis: change 1.509484 Moved Up  
 United States SP 500   1.43 % Macroaxis: change 1.43 Moved Up  
 thisGreen RTBEX RTBEX agains markets  0.00 % No Change  
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Russell Tax Leadership

Michael Ruff Fund Manager since November 29, 2002
Kevin Lo Fund Manager since December 18, 2013
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Russell Tax Diversification Suggestion

Use Russell Tax to protect against small markets fluctuations. The fund experiences normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of Russell Tax to be traded at $22.9 in 30 days

Russell Tax Daily Price Distribution

The median price of Russell Tax for the period between Fri, Sep 4, 2015 and Sun, Oct 4, 2015 is 23.0 with a coefficient of variation of 0.29. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 23.0, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.

Russell Tax Summary

Russell Tax Exempt Bond E [RTBEX] is traded in USA and was established in May 14, 1999. The fund is listed under Muni National Interm category and is part of Russell family. This fund at this time has accumulated 1.3 B in assets with minimum initial investment of . Russell Tax Exempt Bond E is currently producing year-to-date (YTD) return of 0.48% with the current yeild of 2.29%, while the total return for the last 3 years was 5.51%.

Fund Instrument Allocation for Russell Tax

The fund consists of 91.58% investments in fixed income securities, with the rest of funds allocated in cash.
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30 Days Rating

Past Market
Performance (0 to 100)
Chance of

Russell Tax Alerts

The fund maintains about 8.42% of its assets in cash

Russell Tax Research Report

Get Russell Tax research report. Reports are available in pdf format and contain fundamental information about the equity. Click Generate Russell Tax report to view

Russell Tax Pair Trading Analysis

Correlation analysis and pair trading evaluation for Russell Tax and Vanguard IntermTerm. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Russell Tax Asset Under Management

Russell Tax Exempt Bond E is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Interm category is currently estimated at about 163.14 Billion. Russell Tax maintains roughly 1.3 Billion in net asset contributing less than 1% to funds under Muni National Interm category.

Russell Tax Fundamentals Correlation

Russell Tax vs Competition

Russell Tax October 4, 2015 Opportunity Range