Tax-Managed Mutual Fund Money Managers

RTLCX -  USA Fund  

USD 63.53  0.19  0.30%

Tax-Managed is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive having 0.5 employees per reported executive. Fund managers are in charge of implementing Tax-Managed US Large investing strategy and managing its portfolio trading activities. Break down of Tax-Managed management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Tax-Managed US Large future under-performance.
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Tax-Managed Insiders 

 
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  Kevin Divney  Executive
Fund Manager
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  Megan Roach  Executive
Fund Manager
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Tax-Managed Net Asset Comparison

Tax-Managed US Large is rated fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 4.12 Trillion. Tax-Managed adds roughly 5.66 Billion in net asset claiming only tiny portion of funds under Large Blend category.

Tax-Managed US Large Benchmark Summation

Tax-Managed Notable Stakeholders

A Tax-Managed stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Tax-Managed often face trade-offs trying to please all of them. Tax-Managed's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Tax-Managed's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Kevin Divney - Fund ManagerProfile
Megan Roach - Fund ManagerProfile

About Tax-Managed Management Performance

The success or failure of an entity such as Tax-Managed US Large often depends on how effective the management is. Tax-Managed management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Tax-Managed management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Tax-Managed management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Please read more on our stock advisor page.
The investment seeks to provide long term capital growth on an after-tax basis. Tax-Managed is traded on NASDAQ Exchange in the United States.
The data published in Tax-Managed's official financial statements usually reflect Tax-Managed's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Tax-Managed US Large. For example, before you start analyzing numbers published by Tax-Managed accountants, it's critical to develop an understanding of what Tax-Managed's liquidity, profitability, and earnings quality are in the context of the Russell space in which it operates.
Please note that past performance is not an indicator of the future performance of Tax-Managed, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Additionally, take a look at Your Equity Center. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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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.