Tax Managed Large Cap Fund Quote
| RTLCX Fund | USD 81.61 0.46 0.57% |
PerformanceStrong
| Odds Of DistressLow
|
Tax-managed is trading at 81.61 as of the 19th of July 2025; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 81.15. Tax-managed has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
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 large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. More on Tax Managed Large Cap
Moving together with Tax-managed Mutual Fund
Tax-managed Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Russell Funds, Large Blend Funds, Large Value Funds, Large Blend Funds, Large Blend, Russell, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Tax Managed Large Cap [RTLCX] is traded in USA and was established 19th of July 2025. Tax-managed is listed under Russell category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Russell family. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 3.13 B in assets with no minimum investment requirementsTax Managed Large is currently producing year-to-date (YTD) return of 5.87%, while the total return for the last 3 years was 15.76%.
Check Tax-managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tax-managed Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tax-managed Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tax Managed Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tax Managed Large Cap Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| STT | State Street Corp | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology |
Tax Managed Large Risk Profiles
| Mean Deviation | 0.6606 | |||
| Semi Deviation | 0.5477 | |||
| Standard Deviation | 0.9376 | |||
| Variance | 0.8791 |
Tax-managed Against Markets
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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