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Russell Tax Exempt Bond E

    
  
Summary
Recomendation
   Summary
   Manager
   Widgets
$23.03
Change

0.02

  

0.09%

Last 1 Month(s)
22.8723.03
10 Days Price Trend
Advice 
Highest Price  
Lowest Price  
July 31, 2015 
June 10, 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 Deviation0.0974
Standard Deviation0.1591
Variance0.0253
Risk Adjusted Performance0.106
SymbolRTBEX
NameRussell Tax Exempt Bond E
InstrumentUSA Fund
SectorRussell
IndustryMuni National Interm
BenchmarkNYSE
Contact Number800 787 7354
Risk-adjusted AdviceStrong Hold Fairly Valued
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset1.46 B
Last Dividend Paid0.05

Russell agains markets

 United States Russel   0.54 % Macroaxis: 0.5364 Moved Up  
 
 thisGreen RTBEX RTBEX agains markets  0.09 % Macroaxis: 0.09 Moved Up  
 
 United States NYSE   0.00 % No Change  
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 United States SP 500   0.23 % Macroaxis: 0.23 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 enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of Russell to be traded at $24.18 in 30 days

Russell Daily Price Distribution

The median price of Russell for the period between Thu, Jul 2, 2015 and Sat, Aug 1, 2015 is 22.94 with a coefficient of variation of 0.18. The daily time series for the period is distributed with a sample standard deviation of 0.04, arithmetic mean of 22.94, and mean deviation of 0.03. 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 1.46 B in assets with minimum initial investment of . Russell Tax Exempt Bond E is currently producing year-to-date (YTD) return of 0.1% with the current yeild of 2.24%, while the total return for the last 3 years was 5.51%.

Fund Instrument Allocation for Russell

The fund consists of 82.38% investments in fixed income securities, with the rest of funds allocated in cash.
Value  
Benchmark  Embed   Instrument Type 
Past Market
Performance (0 to 100)
37
Chance of
1

Russell Alerts

The fund maintains about 17.62% 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
Run pair correlation  

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 160.67 Billion. Russell maintains roughly 1.46 Billion in net asset contributing less than 1% to funds under Muni National Interm category.

Russell Fundamentals Correlation

Five Year Return vs Annual Yield
Ten Year Return vs Bond Positions Weight
Five Year Return vs One Year Return

Russell vs Competition

Russell vs. Vanguard IntermTerm TxEx Inv
Russell vs. Vanguard IntermTerm TxEx Adm

Russell August 1, 2015 Opportunity Range

Information Ratio0.1237
Maximum Drawdown0.4358
Value At Risk(0.09)