The investment seeks 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 medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization stocks as stocks of those companies represented by the Russell 2500™ Index or within the capitalization range of the Russell 2500™ Index.
The average market capitalization across the Russell Inv Tax-Managed US Mid&Sm Cap M MF is 8.67B. The market cap for tickers in the group ranges from 2.42B to 27.43B. PWR holds the highest valuation in this group at 27.43B. The lowest valued company is MOD at 2.42B.
The average weekly volume growth across all stocks in the Russell Inv Tax-Managed US Mid&Sm Cap M MF was 1%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 50
Price Growth Rating: 55
SMR Rating: 49
Profit Risk Rating: 54
Seasonality Score: -37 (-100 ... +100)