Tax Managed Financials
| RTSAX Fund | USD 40.76 0.66 1.65% |
Tax |
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 Equity Growth, Equity Growth, Equity Growth, Emerging Markets, and Emerging Markets. The investment seeks long-term capital growth on an after-tax basis. Tax-Managed is traded on NASDAQ Exchange in the United States.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Russell Investment |
| Mutual Fund Family | Russell |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 787 7354 |
| Currency | USD - US Dollar |
Tax 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 Mid Small 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Tax Managed Mid Small is roughly 9.79 . 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 Mid 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Tax Managed Mid 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 Mid 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 January 22, 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 Mid Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tax Managed Mid Small based on widely used predictive technical indicators. In general, we focus on analyzing Tax 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.
| Downside Deviation | 1.15 | |||
| Information Ratio | 0.0121 | |||
| Maximum Drawdown | 8.9 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Tax Mutual Fund
Tax Managed financial ratios help investors to determine whether Tax 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 with respect to the benefits of owning Tax Managed security.
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