Tax-managed is trading at 40.81 as of the 19th of July 2025; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 41.0. Tax-managed has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid 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 medium and small capitalization companies economically tied to the U.S. Tax-Managed is traded on NASDAQ Exchange in the United States.. More on Tax Managed Mid Small
Tax Managed Mid Small [RTSSX] 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 Small Blend category and is part of Russell family. This fund at this time has accumulated 708.97 M in assets with no minimum investment requirementsTax Managed Mid is currently producing year-to-date (YTD) return of 1.33% with the current yeild of 0.01%, while the total return for the last 3 years was 7.8%.
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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.