Russell Tax-Managed US Mid & Sm Cap E (RTSEX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for RTSEX at this time.
|Symbol||% Assets||YTD Return %|
|S&P Midcap 400 E-Mini Index Futures (Cme)||8.23||11.03|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.50%|
Performance & Risk
|5y Avg Return:||27.39%|
|Rank in Category (ytd):||61|
|% Rank in Category (ytd):||8.21%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital growth on an after-tax basis.
The fund normally invests 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. It seeks to realize capital growth while considering shareholder tax consequences arising from the fund's portfolio management activities. The fund typically buys stocks with the intention of holding them long enough to qualify for long-term capital gains tax treatment. View More