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VTCIX Vanguard Tax-Managed Capital App I 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), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The adviser uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

Market Cap

The average market capitalization across the Vanguard Tax-Managed Capital App I MF is 2.01T. The market cap for tickers in the group ranges from 632.33B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Capital App I MF was 65%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 38
SMR Rating: 32
Profit Risk Rating: 14
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Vanguard Tax-managed FundsPo Box 2600Valley Forge
Phone
N/A
Web
www.vanguard.com
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VTCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VTCIX has been closely correlated with VTSMX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTCIX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTCIX
1D Price
Change %
VTCIX100%
+0.62%
VTSMX - VTCIX
100%
Closely correlated
+0.69%
VSMPX - VTCIX
100%
Closely correlated
+0.70%
VTSAX - VTCIX
100%
Closely correlated
+0.69%
VSTSX - VTCIX
100%
Closely correlated
+0.69%
VFFSX - VTCIX
100%
Closely correlated
+0.55%
More