Tax Managed Large Cap Fund Three Year Return
| RTLCX Fund | USD 68.22 0.12 0.18% |
Tax Managed Large Cap fundamentals help investors to digest information that contributes to Tax Managed's financial success or failures. It also enables traders to predict the movement of Tax Mutual Fund. The fundamental analysis module provides a way to measure Tax Managed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Tax Managed mutual fund.
Tax |
Tax Managed Large Cap Mutual Fund Three Year Return Analysis
Tax Managed's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Tax Managed Three Year Return | 5.73 % |
Most of Tax Managed's fundamental indicators, such as Three Year Return, 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 Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Tax Managed Large Cap has a Three Year Return of 5.7264%. This is 191.62% lower than that of the Russell family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Tax Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Tax Managed's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Tax Managed could also be used in its relative valuation, which is a method of valuing Tax Managed by comparing valuation metrics of similar companies.Tax Managed is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Tax Managed
The fund consists of 97.65% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Tax Managed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Tax Fundamentals
| Price To Earning | 18.95 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.91 X | ||||
| Total Asset | 5.49 B | ||||
| Year To Date Return | 6.26 % | ||||
| One Year Return | 21.74 % | ||||
| Three Year Return | 5.73 % | ||||
| Five Year Return | 10.89 % | ||||
| Ten Year Return | 10.80 % | ||||
| Net Asset | 3.13 B | ||||
| Cash Position Weight | 2.35 % | ||||
| Equity Positions Weight | 97.65 % |
About Tax Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tax Managed Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax Managed Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Tax Managed in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Tax Managed's short interest history, or implied volatility extrapolated from Tax Managed options trading.
Currently Active Assets on Macroaxis
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Tax Managed Large Cap. 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 main economic indicators. Note that the Tax Managed 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 the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.