Tax-managed Financials
| RTLAX Fund | USD 80.33 0.01 0.01% |
Tax-managed |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Tax-managed Fund Summary
Tax-managed competes with Gmo Global, Doubleline Global, Legg Mason, Morningstar Global, and Franklin Mutual. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent 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 companies as those companies represented by the SP 500 Index or with market capitalization within the capitalization range of the SP 500 Index.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Russell Investment |
| Mutual Fund Family | Russell |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 787 7354 |
| Currency | USD - US Dollar |
Tax-managed Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tax-managed's current stock value. Our valuation model uses many indicators to compare Tax-managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tax-managed competition to find correlations between indicators driving Tax-managed's intrinsic value. More Info.Tax Managed Large Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Tax Managed Large Cap is roughly 7.61 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tax-managed's earnings, one of the primary drivers of an investment's value.Tax Managed Large Systematic Risk
Tax-managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tax-managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Tax Managed Large correlated with the market. If Beta is less than 0 Tax-managed generally moves in the opposite direction as compared to the market. If Tax-managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tax Managed Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tax-managed is generally in the same direction as the market. If Beta > 1 Tax-managed moves generally in the same direction as, but more than the movement of the benchmark.
Tax-managed March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tax-managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tax Managed Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tax Managed Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Tax-managed Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tax-managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.35 | |||
| Value At Risk | (1.80) | |||
| Potential Upside | 1.18 |
Other Information on Investing in Tax-managed Mutual Fund
Tax-managed financial ratios help investors to determine whether Tax-managed Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tax-managed with respect to the benefits of owning Tax-managed security.
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