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 are included in the Russell 1000 Index (the index)—an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The fund advisor uses statistical methods to “sample” the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.
Market Cap
The average market capitalization across the Vanguard Tax-Managed Capital App Adm MF is 2.05T. The market cap for tickers in the group ranges from 632.33B to 3.44T. NVDA holds the highest valuation in this group at 3.44T. 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 Adm MF was 9%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 67
Price Growth Rating: 40
SMR Rating: 26
Profit Risk Rating: 22
Seasonality Score: 46 (-100 ... +100)