Tax-Managed Competition

RTLCX -  USA Fund  

USD 64.83  0.08  0.12%

Tax-Managed US Large competes with Vanguard Total; as well as few others. The fund is listed under Large Blend category and is part of Russell family. Analyzing Tax-Managed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Tax-Managed to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Tax-Managed competition on your existing holdings. Additionally, take a look at Tax-Managed Correlation with its peers.

Tax-Managed Competition 

 
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Tax-Managed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Tax-Managed in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
64.1864.8365.48
Details
Intrinsic
Valuation
LowReal ValueHigh
58.3566.5367.18
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Tax-Managed. Your research has to be compared to or analyzed against Tax-Managed's peers to derive any actionable benefits. When done correctly, Tax-Managed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Tax-Managed US Large.

Tax-Managed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Tax-Managed and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Tax-Managed and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Tax-Managed US Large does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Tax-Managed Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Tax-Managed stock performing well and Tax-Managed Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Tax-Managed's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
TWTR
 1.90 (0.40)  0.00 (0.31)  0.00 (0.16)  0.00  3.00 (4.47)  15.15 
MSFT
 0.87  0.16  0.13  0.15  1.05  0.13 (0.96)  2.17 (1.86)  5.74 
UBER
 2.15  0.03  0.01 (0.01)  2.41  0.0071 (2.30)  4.93 (3.61)  16.17 
F
 1.89  0.68  0.40  0.46  1.27  0.27 (2.56)  5.12 (2.47)  12.55 
T
 0.82 (0.14)  0.00 (0.23)  0.00 (0.13)  0.00  1.28 (1.49)  4.41 
A
 1.02 (0.18)  0.00 (0.35)  0.00 (0.12)  0.00  1.58 (2.90)  7.81 
CRM
 1.03  0.15  0.12  0.16  1.10  0.11 (1.07)  1.97 (1.83)  10.45 
JPM
 0.97  0.05  0.04  0.01  1.15  0.0353 (1.17)  2.13 (2.10)  6.01 
MRK
 1.27  0.09  0.04  0.08  1.94  0.0445 (1.43)  2.41 (2.05)  18.24 
XOM
 1.37  0.22  0.12  0.12  1.53  0.12 (1.51)  2.96 (2.60)  8.21 

Tax-Managed Competitive Analysis

The better you understand Tax-Managed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Tax-Managed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Tax-Managed's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart

Tax-Managed Competition Performance Charts

Complement your Tax-Managed position

In addition to having Tax-Managed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Power Stocks Theme
Large capitalization equities showing high long-term performance indicators and above average return expectations based on Macroaxis rating system. Power Stocks theme has 47 constituents.
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Additionally, take a look at Tax-Managed Correlation with its peers. Note that the Tax-Managed US Large information on this page should be used as a complementary analysis to other Tax-Managed's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Tax-Managed US Large price analysis, check to measure Tax-Managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tax-Managed is operating at the current time. Most of Tax-Managed's value examination focuses on studying past and present price action to predict the probability of Tax-Managed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Tax-Managed's price. Additionally, you may evaluate how the addition of Tax-Managed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Tax-Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine Tax-Managed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tax-Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.