Tax Managed Mid Small Fund Quote

RTSAX Fund  USD 36.39  0.23  0.63%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Tax-managed is trading at 36.39 as of the 21st of March 2025; that is 0.63% down since the beginning of the trading day. The fund's open price was 36.62. Tax-managed has about a 23 % 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 investment seeks long-term capital growth on an after-tax basis. Tax-Managed is traded on NASDAQ Exchange in the United States. More on Tax Managed Mid Small

Moving against Tax-managed Mutual Fund

  0.8RSBCX Short Duration BondPairCorr
  0.78RSBTX Short Duration BondPairCorr
  0.78RSBYX Short Duration BondPairCorr
  0.78RSDTX Short Duration BondPairCorr
  0.75RSBRX Strategic BondPairCorr
  0.75RSYTX Strategic BondPairCorr

Tax-managed Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Funds, Small Blend Funds, Small Blend, Russell, Large, Small Blend (View all Sectors)
Update Date31st of March 2025
Tax Managed Mid Small [RTSAX] 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 Small Blend category and is part of Russell family. This fund at this time has accumulated 708.97 M in assets with no minimum investment requirementsTax Managed Mid is currently producing year-to-date (YTD) return of 1.3% with the current yeild of 0.01%, while the total return for the last 3 years was 1.78%.
Check Tax-managed Probability Of Bankruptcy

Instrument Allocation

Top Tax Managed Mid Small Mutual Fund Constituents

WCCWESCO InternationalStockIndustrials
MTGMGIC Investment CorpStockFinancials
TECHBio Techne CorpStockHealth Care
OMCLOmnicellStockHealth Care
CSGPCoStar GroupStockReal Estate
LADLithia MotorsStockConsumer Discretionary
QLYSQualys IncStockInformation Technology
CTRACoterra EnergyStockEnergy
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Tax Managed Mid 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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