Registry rank 1927 · Portfolio as of 2026-04-30

Tax-Managed U.S. Mid & Small Cap Fund

RTOUX (Tax-Managed U.S. Mid & Small Cap Fund) · RTSAX (Tax-Managed U.S. Mid & Small Cap Fund) · RTSCX (Tax-Managed U.S. Mid & Small Cap Fund) · RTSSX (Tax-Managed U.S. Mid & Small Cap Fund)

The verdict

What the numbers say

Verdict unavailable: this row does not clear the identifier-coverage publication gate.

Insufficient identifier coverage — under review

This mark is below the 70% publication threshold. Sensible Investor publishes no active-share, fee-per-active-unit, comparison, or active-bet figure from a flagged mark.

Source and verification

SEC N-PORT filing · filed 2026-06-22 · period 2026-04-30

Expense ratio: not filed yet.

Immutable verification record · Active-share method