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RTLAX
Mutual Fund ticker: NASDAQ
AS OF
Apr 2 closing price
Price
$80.41
Change
+$0.54 (+0.68%)
Net Assets
9.29B

RTLAX Russell Inv Tax-Managed US Large Cap A Forecast, Technical & Fundamental Analysis

The investment seeks to provide long term capital growth on an after-tax basis... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks to provide long term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% 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. companies. The managers define large capitalization companies as those companies represented by the S&P 500® Index or with market capitalization within the capitalization range of the S&P 500® Index.

Market Cap

The average market capitalization across the Russell Inv Tax-Managed US Large Cap A MF is 1.84T. The market cap for tickers in the group ranges from 446.3B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Russell Inv Tax-Managed US Large Cap A MF was -21%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 64
Price Growth Rating: 56
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Russell Investment Company1301 Second Avenue SeattleTacoma
Phone
N/A
Web
www.russell.com
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RTLAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RTLAX has been closely correlated with VSTSX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if RTLAX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RTLAX
1D Price
Change %
RTLAX100%
+0.68%
VSTSX - RTLAX
99%
Closely correlated
N/A
VSMPX - RTLAX
99%
Closely correlated
N/A
VFFSX - RTLAX
97%
Closely correlated
N/A
VTSMX - RTLAX
96%
Closely correlated
N/A
VITSX - RTLAX
96%
Closely correlated
N/A
More