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RTLCX Russell Inv Tax-Managed US Large Cap C 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 NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH).

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 C MF is 2.82T. The market cap for tickers in the group ranges from 369.32B to 5.05T. NVDA holds the highest valuation in this group at 5.05T. The lowest valued company is UNH at 369.32B.

Volume

The average weekly volume growth across all stocks in the Russell Inv Tax-Managed US Large Cap C MF was 11%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 202%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 52
Price Growth Rating: 47
SMR Rating: 26
Profit Risk Rating: 41
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, RTLCX has been closely correlated with VFFSX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if RTLCX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RTLCX
1D Price
Change %
RTLCX100%
N/A
VFFSX - RTLCX
100%
Closely correlated
N/A
VTSMX - RTLCX
99%
Closely correlated
N/A
VTSAX - RTLCX
99%
Closely correlated
N/A
VSMPX - RTLCX
99%
Closely correlated
N/A
VITSX - RTLCX
99%
Closely correlated
N/A
More
Russell Inv Tax-Managed US Large Cap C (RTLCX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com