Tax Managed Large Cap Fund Quote
| RETSX Fund | USD 81.51 0.16 0.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Tax-managed is trading at 81.51 as of the 21st of March 2025; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 81.35. Tax-managed has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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. More on Tax Managed Large Cap
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Tax-managed Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Russell Funds, Large Blend Funds, Large Blend Funds, Commodities Funds, Large Value Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Tax Managed Large Cap [RETSX] is traded in USA and was established 21st of March 2025. Tax-managed is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. The entity is thematically classified as Large Blend Funds. This fund at this time has accumulated 3.13 B in assets with no minimum investment requirementsTax Managed Large is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.0%, while the total return for the last 3 years was 10.1%.
Check Tax-managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tax-managed Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tax-managed Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tax Managed Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tax Managed Large Cap Mutual Fund Constituents
| STT | State Street Corp | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| BAC | Bank of America | Stock | Financials | |
| HON | Honeywell International | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Tax Managed Large Risk Profiles
| Mean Deviation | 0.7732 | |||
| Standard Deviation | 0.981 | |||
| Variance | 0.9624 | |||
| Risk Adjusted Performance | (0.1) |
Tax-managed Against Markets
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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