Tax Managed Mid Small Fund Analysis
| RTOUX Fund | USD 47.37 0.03 0.06% |
Tax-managed's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Tax-managed's financial risk is the risk to Tax-managed stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Tax-managed's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Tax-managed is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Tax-managed to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Tax-managed is said to be less leveraged. If creditors hold a majority of Tax-managed's assets, the Mutual Fund is said to be highly leveraged.
Tax Managed Mid Small is undervalued with Real Value of 48.39 and Hype Value of 47.35. The main objective of Tax-managed fund analysis is to determine its intrinsic value, which is an estimate of what Tax Managed Mid Small is worth, separate from its market price. There are two main types of Tax-managed Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Tax Managed Mid Small. On the other hand, technical analysis, focuses on the price and volume data of Tax-managed Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Tax-managed mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Tax-managed |
Tax-managed Mutual Fund Analysis Notes
The fund maintains 97.14% of assets in stocks. Large To find out more about Tax Managed Mid Small contact the company at 800-787-7354.Tax Managed Mid Investment Alerts
| Latest headline from news.google.com: Family of Bravo Le Roux initiates fundraiser for body repatriation to South Africa - IOL | |
| The fund maintains 97.14% of its assets in stocks |
Tax-managed Thematic Classifications
In addition to having Tax-managed mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Small Blend FundsFunds with small to mid capitalization growth and value assets | |
 | Small Growth FundsFunds with small to mid capitalization growth equities |
Top Tax Managed Mid Small Mutual Fund Constituents
| EPAM | EPAM Systems | Stock | |
| WCC | WESCO International | Stock | |
| HCSG | Healthcare Services Group | Stock | |
| SIGI | Selective Insurance Group | Stock | |
| OMCL | Omnicell | Stock | |
| NXST | Nexstar Broadcasting Group | Stock | |
| FMC | FMC Corporation | Stock | |
| BEAT | Heartbeam | Stock | |
| MOD | Modine Manufacturing | Stock | |
| ZD | Ziff Davis | Stock | |
| THG | The Hanover Insurance | Stock | |
| LII | Lennox International | Stock | |
| CMS | CMS Energy | Stock | |
| SLGN | Silgan Holdings | Stock | |
| FHN | First Horizon National | Stock | |
| SPB | Spectrum Brands Holdings | Stock | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | |
| CMC | Commercial Metals | Stock | |
| VST | Vistra Energy Corp | Stock | |
| GLPI | Gaming Leisure Properties | Stock | |
| PCTY | Paylocity Holdng | Stock | |
| CSGP | CoStar Group | Stock | |
| MTG | MGIC Investment Corp | Stock | |
| FIVE | Five Below | Stock | |
| CNK | Cinemark Holdings | Stock |
Tax-managed Outstanding Bonds
Tax-managed issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Tax Managed Mid uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Tax-managed bonds can be classified according to their maturity, which is the date when Tax Managed Mid Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Tax-managed Predictive Daily Indicators
Tax-managed intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Tax-managed mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 47.37 | |||
| Day Typical Price | 47.37 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) |
Tax-managed Forecast Models
Tax-managed's time-series forecasting models are one of many Tax-managed's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Tax-managed's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Tax-managed Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Tax-managed's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Tax-managed, which in turn will lower the firm's financial flexibility.Tax-managed Corporate Bonds Issued
About Tax-managed Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Tax-managed prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Tax-managed shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Tax-managed. By using and applying Tax-managed Mutual Fund analysis, traders can create a robust methodology for identifying Tax-managed entry and exit points for their positions.
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.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Tax-managed to your portfolios without increasing risk or reducing expected return.Did you try this?
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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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