Tax-managed Financial Statements From 2010 to 2025
| RTOUX Fund | USD 43.08 0.13 0.30% |
Check Tax-managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Tax-managed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Tax-managed financial statements analysis is a perfect complement when working with Tax-managed Valuation or Volatility modules.
Tax-managed |
Tax Managed Mid Small Mutual Fund Annual Yield Analysis
Tax-managed's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Tax-managed Annual Yield | 0.01 % |
Most of Tax-managed's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Tax Managed Mid Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Tax Managed Mid Small has an Annual Yield of 0.0082%. This is much higher than that of the Russell family and significantly higher than that of the Small Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Tax Managed Mid Fundamental Drivers 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 Mid Small is rated second largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 264.09 of Year To Date Return per Annual Yield. 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.About Tax-managed Financial Statements
Tax-managed investors use historical fundamental indicators, such as Tax-managed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Tax-managed. Please read more on our technical analysis and fundamental analysis pages.
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 medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization stocks as stocks of those companies represented by the Russell 2500 Index or within the capitalization range of the Russell 2500 Index.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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