Tax-Managed Mutual Fund Buy Hold or Sell Recommendation

RTLCX -  USA Fund  

USD 63.53  0.04  0.06%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Tax-Managed US Large is 'Sell'. Macroaxis provides Tax-Managed buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding RTLCX positions. The advice algorithm takes into account all of Tax-Managed's available fundamental, technical, and predictive indicators you will find on this site.

Tax-Managed Advice 

 
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The advice is provided from Tax-Managed's buy-and-hold perspective. Additionally, take a look at Tax-Managed Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Tax-Managed and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Tax-Managed US Large.

Execute Tax-Managed Buy or Sell Advice

The Tax-Managed recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Tax-Managed US Large. Macroaxis does not own or have any residual interests in Tax-Managed US Large or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Tax-Managed's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Tax-ManagedBuy Tax-Managed
Sell

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Tax-Managed US Large has a Mean Deviation of 0.4964, Semi Deviation of 0.7061, Standard Deviation of 0.6925, Variance of 0.4796, Downside Variance of 0.7042 and Semi Variance of 0.4985
Macroaxis provides unbiased trade recommendation on Tax-Managed US Large that should be used to complement current analysts and expert consensus on Tax-Managed US Large. Our advice engine determines the fund's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Please use Tax-Managed US Large price to earning and three year return to make buy, hold, or sell decision on Tax-Managed.

Tax-Managed Trading Alerts and Improvement Suggestions

Tax-Managed US Large is unlikely to experience financial distress in the next 2 years
The fund maintains 97.17% of its assets in stocks

Tax-Managed Returns Distribution Density

The distribution of Tax-Managed's historical returns is an attempt to chart the future uncertainty of Tax-Managed's future price movements. The chart of the probability distribution of Tax-Managed stock daily returns describes the distribution of returns around its average expected value. We use Tax-Managed US Large price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Tax-Managed returns is essential to provide solid investment advice for Tax-Managed stock.
Mean Return0.06Value At Risk-1.1
Potential Upside1.00Standard Deviation0.69
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Tax-Managed historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Tax-Managed Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Tax-Managed or Russell sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Tax-Managed stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Tax-Managed stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.05
β
Beta against DOW-0.05
σ
Overall volatility
0.70
Ir
Information ratio 0.045

Tax-Managed Volatility Alert

Tax-Managed US Large has low volatility with Treynor Ratio of -1.15, Maximum Drawdown of 3.37 and kurtosis of 2.51. However, we advice all investors to further analyze Tax-Managed US Large to make certain all market information is desiminated and is consistent with the current expectations about Tax-Managed upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Tax-Managed's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Tax-Managed's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Tax-Managed Fundamentals Vs Peers

Comparing Tax-Managed's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Tax-Managed's direct or indirect competition across all of the common fundamentals between Tax-Managed and the related equities. This way, we can detect undervalued stocks with similar characteristics as Tax-Managed or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Tax-Managed's fundamental indicators could also be used in its relative valuation, which is a method of valuing Tax-Managed by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Tax-Managed to competition
FundamentalsTax-ManagedPeer Average
Price to Earning18.95 X6.53 X
Price to Book2.49 X0.74 X
Price to Sales1.91 X0.61 X
One Year Return10.25 %4.15 %
Three Year Return7.34 %3.60 %
Five Year Return7.15 %3.24 %
Ten Year Return10.80 %1.79 %
Net Asset5.66 B4.11 B
Cash Position Weight2.83 %10.61 %
Equity Positions Weight97.17 %63.90 %

About Tax-Managed Buy or Sell Advice

When is the right time to buy or sell Tax-Managed US Large? Buying financial instruments such as Tax-Managed Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Tax-Managed investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

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.

Did You Try This Idea?

Run Precious Metals Thematic Idea Now

Precious Metals
Precious Metals Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. Precious Metals theme has 40 constituents.
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Additionally, take a look at Tax-Managed Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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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.