Tax-Managed Mutual Fund Analysis

The current indifference towards the small price fluctuations of Tax-Managed created some momentum for investors as it was traded today as low as 0.0 and as high as 0.0 per share. The fund managers did not add any value to Tax-Managed US Large investors in August. However, most investors can still diversify their portfolios with Tax-Managed to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently very low. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Check out Your Equity Center.

Search Mutual Fund Analysis 

The Tax-Managed mutual fund analysis report makes it easy to digest most publicly released information about Tax-Managed and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Tax-Managed Mutual Fund analysis module also helps to analyze the Tax-Managed price relationship with some important fundamental indicators such as market cap and management efficiency.

Tax-Managed Mutual Fund Analysis Notes

The fund generated returns of 7.0% over the last ten years. Tax-Managed US Large maintains 97.17% of assets in stocks. The fund has a nonfundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization stocks as stocks of those companies represented by the S&P 500® Index or within the capitalization range of the S&P 500® Index as measured at its most recent reconstitution. To find out more about Tax-Managed US Large contact the company at 800-787-7354.

Tax-Managed US Large Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Tax-Managed's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Tax-Managed US Large or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Tax-Managed US Large is not yet fully synchronised with the market data
Tax-Managed US Large has some characteristics of a very speculative penny stock
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

Management Efficiency

Tax-Managed management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Tax-Managed Technical and Predictive Indicators

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Tax-Managed to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Portfolio Backtesting Now


Portfolio Backtesting

Avoid under-diversification and over-optimization by backtesting your portfolios
All  Next Launch Module
Check out 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Other Tools for Tax-Managed Mutual Fund

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.
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Equity Valuation
Check real value of public entities based on technical and fundamental data
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios