Tax-Managed Financial Statements From 2010 to 2021

RTLCX -  USA Fund  

USD 62.44  0.51  0.81%

Tax-Managed financial statements provide useful quarterly and yearly information to potential Tax-Managed US Large investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Tax-Managed financial statements helps investors assess Tax-Managed's valuation, profitability, and current liquidity needs.
Tax-Managed US Large does not presently have any fundamental trend indicators for analysis.
.

Tax-Managed Financial Statements 

 
Refresh
Check Tax-Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Tax-Managed main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Tax-Managed financial statements analysis is a perfect complement when working with Tax-Managed Valuation or Volatility modules. It can also supplement various Tax-Managed Technical models. Additionally, take a look at the analysis of Tax-Managed Correlation against competitors.

Tax-Managed Price to Earning Analysis

Tax-Managed's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
P/E 
 = 
Market Value Per Share 
Earnings Per Share 
More About Price to Earning | All Equity Analysis

Current Tax-Managed Price to Earning

    
  18.95 X  
Most of Tax-Managed's fundamental indicators, such as Price to Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Tax-Managed US Large is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Compare to competition

Tax-Managed Price to Earning Component Assessment

Based on the latest financial disclosure, the price to earning indicator of Tax-Managed US Large is roughly 18.95 times. This is 387.15% higher than that of the Russell family and significantly higher than that of the Large Blend category. The price to earning for all United States funds is notably lower than that of the firm.

Tax-Managed US Large Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Tax-Managed's current stock value. Our valuation model uses many indicators to compare Tax-Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tax-Managed competition to find correlations between indicators driving Tax-Managed's intrinsic value. More Info.
Tax-Managed US Large is rated fifth largest fund in price to book among similar funds. It is rated below average in three year return among similar funds reporting about  2.95  of Three Year Return per Price to Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Tax-Managed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Tax-Managed's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tax-Managed's earnings, one of the primary drivers of an investment's value.

About Tax-Managed Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Tax-Managed income statement, its balance sheet, and the statement of cash flows. Tax-Managed investors use historical funamental indicators, such as Tax-Managed's revenue or net income, to determine how well the company is positioned to perform in the future. Although Tax-Managed investors may use each financial statement separately, they are all related. The changes in Tax-Managed's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Tax-Managed's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Tax-Managed Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Tax-Managed. Please read more on our technical analysis and fundamental analysis pages.
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Tax-Managed without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Financial Widgets Now

   

Financial Widgets

Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
All  Next Launch Module

Currently Active Assets on Macroaxis

Additionally, take a look at the analysis of Tax-Managed Correlation against competitors. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

Complementary Tools for Tax-Managed Mutual Fund analysis

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.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
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.