Tax Managed Mid Small Fund Manager Performance Evaluation
| RTOUX Fund | USD 46.16 0.20 0.44% |
The entity has a beta of 1.08, which indicates a somewhat significant risk relative to the market. Tax-managed returns are very sensitive to returns on the market. As the market goes up or down, Tax-managed is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Tax Managed Mid Small are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Tax-managed may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Tax-managed |
Tax-managed Relative Risk vs. Return Landscape
If you would invest 4,261 in Tax Managed Mid Small on November 1, 2025 and sell it today you would earn a total of 355.00 from holding Tax Managed Mid Small or generate 8.33% return on investment over 90 days. Tax Managed Mid Small is currently producing 0.1384% returns and takes up 1.0069% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Tax-managed, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tax-managed Current Valuation
Fairly Valued
Today
Please note that Tax-managed's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tax Managed Mid has a current Real Value of $45.57 per share. The regular price of the fund is $46.16. We determine the value of Tax Managed Mid from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Tax-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tax-managed Mutual Fund. However, Tax-managed's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 46.16 | Real 45.57 | Hype 46.13 | Naive 45.57 |
The intrinsic value of Tax-managed's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Tax-managed's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Tax Managed Mid Small helps investors to forecast how Tax-managed mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Tax-managed more accurately as focusing exclusively on Tax-managed's fundamentals will not take into account other important factors: Tax-managed Target Price Odds to finish over Current Price
The tendency of Tax-managed Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 46.16 | 90 days | 46.16 | about 7.43 |
Based on a normal probability distribution, the odds of Tax-managed to move above the current price in 90 days from now is about 7.43 (This Tax Managed Mid Small probability density function shows the probability of Tax-managed Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.08 indicating Tax Managed Mid Small market returns are sensitive to returns on the market. As the market goes up or down, Tax-managed is expected to follow. Additionally Tax Managed Mid Small has an alpha of 0.0312, implying that it can generate a 0.0312 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Tax-managed Price Density |
| Price |
Predictive Modules for Tax-managed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Tax Managed Mid. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Tax-managed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Tax-managed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Tax-managed is not an exception. The market had few large corrections towards the Tax-managed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Tax Managed Mid Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Tax-managed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.08 | |
σ | Overall volatility | 1.53 | |
Ir | Information ratio | 0.04 |
Tax-managed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Tax-managed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Tax Managed Mid can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Tax-managed Fundamentals Growth
Tax-managed Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tax-managed, and Tax-managed fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tax-managed Mutual Fund performance.
| Total Asset | 1.31 B | |||
About Tax-managed Performance
Evaluating Tax-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tax-managed has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tax-managed has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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 companies as those companies represented by the Russell 2500 Index or with market capitalization within the capitalization range of the Russell 2500 Index.Things to note about Tax Managed Mid performance evaluation
Checking the ongoing alerts about Tax-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tax Managed Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tax-managed's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tax-managed's mutual fund performance include:- Analyzing Tax-managed's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tax-managed's stock is overvalued or undervalued compared to its peers.
- Examining Tax-managed's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tax-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tax-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tax-managed's mutual fund. These opinions can provide insight into Tax-managed's potential for growth and whether the stock is currently undervalued or overvalued.
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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