Tax-Managed Mutual Fund Quote

RTLCX -  USA Fund  

USD 53.20  0.02  0.0376%

Market Performance
0 of 100
Odds Of Distress
Less than 1
Tax-Managed is trading at 53.20 as of the 23rd of May 2022; that is 0.0376 percent increase since the beginning of the trading day. The fund's open price was 53.18. Tax-Managed has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Tax-Managed US Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of April 2022 and ending today, the 23rd of May 2022. Click here to learn more.
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. More on Tax-Managed US Large

Tax-Managed Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Tax-Managed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Tax-Managed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Tax-Managed US Large generated a negative expected return over the last 90 days
Tax-Managed US Large is unlikely to experience financial distress in the next 2 years
The fund maintains 97.6% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Tax-Managed's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellUndervalued
Startdate15th of March 2019
Tax-Managed US Large [RTLCX] is traded in USA and was established 23rd of May 2022. The fund is listed under Large Blend category and is part of Russell family. Tax-Managed US Large at this time has accumulated 6.28 B in assets with minimum initial investment of 0. , while the total return for the last 3 years was 7.34%.
Check Tax-Managed Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tax-Managed Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tax-Managed , and the less return is expected.

Top Tax-Managed US Large Constituents

Tax-Managed Target Price Odds Analysis

What are Tax-Managed's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Tax-Managed jumping above the current price in 90 days from now is about 98.0%. The Tax-Managed US Large probability density function shows the probability of Tax-Managed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1729 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Tax-Managed will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Tax-Managed US Large is significantly underperforming DOW.
  Odds Below 53.2HorizonTargetOdds Above 53.2
2.10%90 days
 53.20 
97.86%
Based on a normal probability distribution, the odds of Tax-Managed to move above the current price in 90 days from now is about 98.0 (This Tax-Managed US Large probability density function shows the probability of Tax-Managed Mutual Fund to fall within a particular range of prices over 90 days) .

Tax-Managed US Large Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Tax-Managed market risk premium is the additional return an investor will receive from holding Tax-Managed long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Tax-Managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Tax-Managed's alpha and beta are two of the key measurements used to evaluate Tax-Managed's performance over the market, the standard measures of volatility play an important role as well.

Tax-Managed Against Markets

Picking the right benchmark for Tax-Managed mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Tax-Managed mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Tax-Managed is critical whether you are bullish or bearish towards Tax-Managed US Large at a given time.

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.

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Investing Tax-Managed US Large

You need to understand the risk of investing before taking a position in Tax-Managed. The danger of trading Tax-Managed US Large is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Tax-Managed is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Tax-Managed. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Tax-Managed US Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 CEO Directory module to screen CEOs from public companies 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.