Tax-Managed Three Year Return

RTLCX -  USA Fund  

USD 62.44  0.51  0.81%

Tax-Managed US Large 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-Managed Mutual Fund. This fundamental analysis module provides a way for investors to measures Tax-Managed's intrinsic value by examining all of its available economic and financial indicators and drivers, 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. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Tax-Managed Three Year Return 

 
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Tax-Managed 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.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current Tax-Managed Three Year Return

    
  7.34 %  
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 US Large 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.
Compare to competition

Tax-Managed Three Year Return Component Assessment

Based on the latest financial disclosure, Tax-Managed US Large has a Three Year Return of 7.34%. This is 217.44% 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-Managed 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 97.17% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Tax-Managed Fundamentals

About Tax-Managed Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Tax-Managed US Large'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 US Large 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.
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.

Tax-Managed Investors Sentiment

The influence of Tax-Managed's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Tax-Managed. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.

Current Sentiment - RTLCX

Tax-Managed US Large Investor Sentiment

Macroaxis portfolio users are evenly split in their perspective on investing in Tax-Managed US Large. What is your outlook on investing in Tax-Managed US Large? Are you bullish or bearish?
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Currently Active Assets on Macroaxis

Additionally, take a look at Tax-Managed Piotroski F Score and Tax-Managed Altman Z Score analysis. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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.
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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.