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RTMTX Russell Inv Tax-Managed US Large Cap M Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), 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 stocks as stocks of those companies represented by the S&P 500® Index or 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 M MF is 1.95T. The market cap for tickers in the group ranges from 446.3B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. 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 M MF was 68%. For the same stocks of the MF, the average monthly volume growth was 77% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 67
Price Growth Rating: 35
SMR Rating: 26
Profit Risk Rating: 15
Seasonality Score: -3 (-100 ... +100)
View a ticker or compare two or three
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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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RTMTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RTMTX has been closely correlated with VTSMX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RTMTX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RTMTX
1D Price
Change %
RTMTX100%
+0.66%
VTSMX - RTMTX
87%
Closely correlated
+0.69%
VITSX - RTMTX
87%
Closely correlated
+0.69%
VSTSX - RTMTX
87%
Closely correlated
+0.69%
VSMPX - RTMTX
87%
Closely correlated
+0.70%
VTSAX - RTMTX
87%
Closely correlated
+0.69%
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