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Benchmark  United States  NYSE  10,703   46.125 Index Moved Down -0.43%  

Collecting data for RTBEX

Russell Tax Exempt Bond E

Change0.00No Change0.00%
Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
August 29, 2014 
September 12, 2014 

Russell Market Sensitivity

As returns on market increase, returns on owning Russell are expected to decrease at a much smaller rate. During bear market, Russell is likely to outperform the market.
Russell Tax Exempt Bond E Almost negative betaRussell Tax Exempt Bond E Beta Legend
Russell Tax Exempt Bond E
USA Fund
Muni National Interm
Benchmark NYSE
Contact Number: 800. 787. 7354
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
Net Asset1.2 B
Last Dividend Paid0.04
 thisGreen RTBEX RTBEX agains markets  0.00 % No Change  
 United States Nasdaq   0.28 % Macroaxis: 0.28 Moved Down  
 United States SP 500   0.28 % Macroaxis: 0.28 Moved Down  
 United States NYSE   0.43 % Macroaxis: 0.43 Moved Down  
 United States Russel   1.45 % Macroaxis: change 1.45 Moved Down  
Compare to Competition   Compare Correlations
Michael Ruff  Money Manager
Fund Manager since November 29, 2002
Ruff was a portfolio manager with Russell Investment Management Company since November 2002. From 2000 to 2002 he was a research analyst. From 1998 to 2000 Ruff was a senior technical analyst....

Russell Diversification Suggestion

Use Russell 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 to be traded at $22.92 in 30 days

Russell Price and Market Media

The median price of Russell for the period between Mon, Sep 1, 2014 and Wed, Oct 1, 2014 is 23.11 with a coefficient of variation of 0.16. The daily time series for the period is distributed with a sample standard deviation of 0.04, arithmetic mean of 23.11, and mean deviation of 0.03. The Fund did not receive any noticable media coverage during the period.
Russell Value
Change Benchmark  Embed   Timeline 

Russell 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 1.2 B in assets with minimum initial investment of . Russell Tax Exempt Bond E is currently producing year-to-date (YTD) return of 4.97% with the current yeild of 2.1%, while the total return for the last 3 years was 5.51%.

Fund Instrument Allocation for Russell

The fund consists of 88.7% investments in fixed income securities, with the rest of funds allocated in cash.
Over 30
Out Of

Russell Alerts

Russell generates negative expected return over the last 30 days
The fund maintains about 11.3% of its assets in cash

Russell Research Report

Get Russell research report. Reports are available in pdf format. Click Generate Report to view
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Russell Pair Trading Analysis

Correlation analysis and pair trading evaluation for Russell and Vanguard IntermTerm

Explore Investment Opportunities

Investing ideals could easily outperform a given market if properly optimized

Russell 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 143.09 Billion. Russell maintains roughly 1.2 Billion in net asset contributing less than 1% to funds under Muni National Interm category.

Russell Fundamentals

Ten Year Return vs Three Year Return
One Year Return vs Year to Date Return
Ten Year Return vs Bond Positions Weight
Five Year Return vs Year to Date Return

Russell vs Competition

Russell vs. American Funds TaxExempt Bond F1

Russell October 1, 2014 Opportunity Range

Information Ratio1.5
Maximum Drawdown0.3883
Value At Risk(0.13)
Potential Upside0.0867



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