Collecting data for RTBEX

Russell Tax Exempt Bond E  





Last 1 Month(s)
10 Days Price Trend
Highest Price  
Lowest Price  
April 24, 2015 
May 19, 2015 

Russell Market Sensitivity

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

Russell Tax Exempt Bond E Risk Profiles

Mean Deviation0.0679
Standard Deviation0.0874
Risk Adjusted Performance(0.40)
NameRussell Tax Exempt Bond E
InstrumentUSA Fund
IndustryMuni National Interm
Contact Number800 787 7354
Risk-adjusted AdviceHold Fairly Valued
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset1.42 B
Last Dividend Paid0.05

Russell agains markets

 United States Nasdaq   1.47 % Macroaxis: change 1.47 Moved Up  
 United States Russel   1.26 % Macroaxis: change 1.2594 Moved Up  
 United States SP 500   0.92 % Macroaxis: 0.92 Moved Up  
 United States NYSE   0.71 % Macroaxis: 0.71 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 $22.77 in 30 days

Russell Daily Price Distribution

The median price of Russell for the period between Tue, Apr 28, 2015 and Thu, May 28, 2015 is 23.09 with a coefficient of variation of 0.41. The daily time series for the period is distributed with a sample standard deviation of 0.1, arithmetic mean of 23.1, and mean deviation of 0.08. The Fund did not receive any noticable media coverage during the period.

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 1.42 B in assets with minimum initial investment of . Russell Tax Exempt Bond E is currently producing year-to-date (YTD) return of 0.82% with the current yeild of 2.17%, while the total return for the last 3 years was 5.51%.

Fund Instrument Allocation for Russell

The fund consists of 92.4% investments in fixed income securities, with the rest of funds allocated in cash.
Benchmark  Embed   Instrument Type 

Russell Alerts

Russell generates negative expected return over the last 30 days
The fund maintains about 7.6% of its assets in cash

Russell Research Report

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

Russell Pair Trading Analysis

Correlation analysis and pair trading evaluation for Russell 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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Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing theme could easily outperform a given market if properly optimized
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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 160.32 Billion. Russell maintains roughly 1.42 Billion in net asset contributing less than 1% to funds under Muni National Interm category.

Russell Fundamentals Correlation

One Year Return vs Last Dividend Paid
Ten Year Return vs Net Asset
One Year Return vs Holdings Turnover

Russell vs Competition

Russell vs. Vanguard IntermTerm TxEx Inv
Russell vs. Vanguard IntermTerm TxEx Adm
Russell vs. American Funds TaxExempt Bond F2
Russell vs. American Funds TaxExempt Bond C
Russell vs. American Funds TaxExempt Bond F1
Russell vs. American Funds TaxExempt Bond B
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 May 28, 2015 Opportunity Range

Information Ratio(0.28)
Maximum Drawdown0.2604
Value At Risk(0.17)