Tax Managed Large Cap Fund Year To Date Return
| RETSX Fund | USD 87.34 0.30 0.34% |
Tax Managed Large Cap fundamentals help investors to digest information that contributes to Tax-managed's financial success or failures. It also enables traders to predict the movement of Tax-managed Mutual Fund. The fundamental analysis module provides a way to measure Tax-managed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Tax-managed mutual fund.
Tax-managed |
Tax Managed Large Cap Mutual Fund Year To Date Return Analysis
Tax-managed's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
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YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Tax-managed Year To Date Return | 23.22 % |
Most of Tax-managed's fundamental indicators, such as Year To Date Return, 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 Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Tax Managed Large Cap has a Year To Date Return of 23.2156%. This is much higher than that of the Russell family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Tax-managed
The fund consists of 97.72% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Tax-managed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Tax-managed Fundamentals
| Price To Earning | 18.95 X | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 1.91 X | |||
| Total Asset | 6.54 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 23.22 % | |||
| One Year Return | 29.16 % | |||
| Three Year Return | 8.00 % | |||
| Five Year Return | 13.69 % | |||
| Ten Year Return | 11.91 % | |||
| Net Asset | 3.13 B | |||
| Cash Position Weight | 2.28 % | |||
| Equity Positions Weight | 97.72 % |
About Tax-managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tax Managed Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tax-managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tax Managed Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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