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  •  Dow Up 0.03% Nasdaq Up 0.17%

    Russell Tax-Managed US Mid & Sm Cap C (RTSCX)

    18.32 Up 0.04(0.22%) Dec 24
    Prev Close:18.28
    YTD Return*:1.91%
    Net Assets*:327.39M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RTSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WOOF1.0752.04
    AKRX1.0060.28
    THG0.8421.22
    KEX0.84-9.16
    CASY0.8118.55

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:327.39M
    Category:Small Growth
    Annual Report Expense Ratio (net):2.25%

    Performance & Risk

    YTD Return:1.91%
    5y Avg Return:16.21%
    Rank in Category (ytd):40
    % Rank in Category (ytd):5.52%
    Beta (3y):1.16
    Morningstar Risk Rating:2

    Fund Summary

    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. It 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. View More
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