Tax Managed Us Large Fund Buy Hold or Sell Recommendation

RTMTX Fund  USD 77.09  0.61  0.79%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Tax Managed Us Large is 'Not Rated'. 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 RTMTX positions. The advice algorithm takes into account all of Tax Managed's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Tax Managed's buy or sell advice are summarized below:
Real Value
0.0
Hype Value
0.0
Market Value
77.09
Naive Value
77.2
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Tax Managed Us Large given historical horizon and risk tolerance towards Tax Managed. When Macroaxis issues a 'buy' or 'sell' recommendation for Tax Managed Us Large, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out 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.
In addition, we conduct extensive research on individual funds such as Tax and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Tax Managed Us Large. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.

Execute Tax Managed Buy or Sell Advice

The Tax 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
Strong Sell

Market Performance

SolidDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Tax Managed Us Large has a Mean Deviation of 0.502, Semi Deviation of 0.3074, Standard Deviation of 0.6461, Variance of 0.4174, Downside Variance of 0.3555 and Semi Variance of 0.0945
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 year to date return, as well as the relationship between the five year return and cash position weight to make buy, hold, or sell decision on Tax Managed.

Tax Managed Trading Alerts and Improvement Suggestions

The fund maintains 97.65% of its assets in stocks

Tax Managed Returns Distribution Density

The distribution of Tax Managed's historical returns is an attempt to chart the uncertainty of Tax Managed's future price movements. The chart of the probability distribution of Tax Managed 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.
Mean Return
0.16
Value At Risk
-0.8
Potential Upside
1.13
Standard Deviation
0.65
   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's price will be affected by overall mutual fund 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 fund'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 NYSE Composite
0.16
β
Beta against NYSE Composite-0.06
σ
Overall volatility
0.66
Ir
Information ratio 0.05

Tax Managed Volatility Alert

Tax Managed Us Large exhibits very low volatility with skewness of -0.08 and kurtosis of 0.59. 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 bullish 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 financial instruments 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
Annual Yield0.01 %0.29 %
Year To Date Return9.98 %0.39 %
One Year Return33.55 %4.15 %
Three Year Return10.08 %3.60 %
Five Year Return13.67 %3.24 %
Ten Year Return11.94 %1.79 %
Net Asset3.13 B4.11 B
Cash Position Weight2.35 %10.61 %
Equity Positions Weight97.65 %63.90 %

Tax Managed Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Tax . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

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 Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. 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 Long/short ETFs Thematic Idea Now

Long/short ETFs
Long/short ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Long/short ETFs theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Long/short ETFs Theme or any other thematic opportunities.
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Check out 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.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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 if Tax Managed is a good investment 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.