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Benchmark  United States  NYSE  10,847   58.818 Index Moved Up 0.55%  

Collecting data for RTBEX

Russell Tax Exempt Bond E Russell Tax Exempt Bond E



No Change


Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
January 20, 2015 
December 24, 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
NameRussell Tax Exempt Bond E
InstrumentUSA Fund
IndustryMuni National Interm
Contact Number800. 787. 7354
CurrencyUSD - US Dollar
ExchangeTraded on NASDAQ Stock Exchange

Russell key fundamentals

Net Asset1.32 B
Last Dividend Paid0.05

Russell agains markets

 United States Russel   0.99 % Macroaxis: 0.99 Moved Up  
 United States NYSE   0.55 % Macroaxis: 0.55 Moved Up  
 United States Nasdaq   0.29 % Macroaxis: 0.29 Moved Up  
 United States SP 500   0.26 % Macroaxis: 0.26 Moved Up  
 thisGreen RTBEX RTBEX agains markets  0.00 % No Change  
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 $23.24 in 30 days
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 1.32 B in assets with minimum initial investment of . Russell Tax Exempt Bond E is currently producing year-to-date (YTD) return of 6.0% with the current yeild of 2.16%, while the total return for the last 3 years was 5.51%.

Fund Instrument Allocation for Russell

The fund consists of 92.26% investments in fixed income securities, with the rest of funds allocated in cash.
Change Benchmark  Embed   Instrument Type 
Over 30
Out Of

Russell Alerts

On December 22, 2014 Russell paid $ 0.048 per share dividend to its current shareholders
The fund maintains about 7.74% of its assets in cash

Russell Research Report

Get Russell research report. Reports are available in pdf format. Click Generate Russell report to view

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 150.81 Billion. Russell maintains roughly 1.32 Billion in net asset contributing less than 1% to funds under Muni National Interm category.

Russell Fundamentals

Annual Yield vs Bond Positions Weight
Cash Position Weight vs Five Year Return
Annual Yield vs One Year Return

Russell vs Competition

Russell vs. Vanguard IntermTerm TxEx Adm
Russell vs. Vanguard IntermTerm TxEx Inv
Russell vs. American Funds TaxExempt Bond C
Russell vs. American Funds TaxExempt Bond F2
Russell vs. American Funds TaxExempt Bond B
Russell vs. American Funds TaxExempt Bond F1
Russell vs. American Funds TaxExempt Bond A
Russell vs. Vanguard HighYield TaxExempt
Russell vs. Vanguard HighYield TaxExempt Adm
Russell vs. Fidelity Advisor Int Muni Inc C

Russell January 27, 2015 Opportunity Range

Information Ratio1.14
Maximum Drawdown0.3855
Value At Risk(0.09)



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