Tax Managed Large Cap Fund Quote

RTLCX Fund  USD 74.16  0.15  0.20%   

Performance

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Odds Of Distress

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Tax-managed is trading at 74.16 as of the 21st of March 2025; that is 0.2 percent decrease since the beginning of the trading day. The fund's open price was 74.31. Tax-managed has about a 22 % 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. Tax-Managed is traded on NASDAQ Exchange in the United States.. More on Tax Managed Large Cap

Moving together with Tax-managed Mutual Fund

  0.8RALVX Growth StrategyPairCorr

Moving against Tax-managed Mutual Fund

  0.63RSBTX Short Duration BondPairCorr
  0.62RDBRX Short Duration BondPairCorr
  0.55RSBCX Short Duration BondPairCorr
  0.53RSBYX Short Duration BondPairCorr
  0.38RTIYX Select InternationalPairCorr
  0.37RNTTX International DevelopedPairCorr

Tax-managed Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Tax Managed Large Cap [RTLCX] 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. 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 0.91%, while the total return for the last 3 years was 9.0%.
Check Tax-managed Probability Of Bankruptcy

Instrument Allocation

Top Tax Managed Large Cap Mutual Fund Constituents

BACBank of AmericaStockFinancials
INTUIntuit IncStockInformation Technology
STTState Street CorpStockFinancials
JNJJohnson JohnsonStockHealth Care
HONHoneywell InternationalStockIndustrials
ORCLOracleStockInformation Technology
WFCWells FargoStockFinancials
AAPLApple IncStockInformation Technology
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Tax Managed Large Risk Profiles

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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