Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY).
Industry description
The investment seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of Russell 1000® Index that measures the investment return of large- and mid-capitalization stocks.
The advisor uses statistical methods to sample the target index, meaning that it holds a range of securities that, in the aggregate, approximates other characteristics and the performance of the Target Index, while seeking to achieve capital gains and income tax efficiency. The target index, which is made up of common stocks of large- and mid-capitalization U.S. companies.
Market Cap
The average market capitalization across the Vanguard Tax-Managed Capital App Adm MF is 3.14T. The market cap for tickers in the group ranges from 632.33B to 5.1T. NVDA holds the highest valuation in this group at 5.1T. 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 50%. For the same stocks of the MF, the average monthly volume growth was 76% 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: 56
P/E Growth Rating: 60
Price Growth Rating: 43
SMR Rating: 23
Profit Risk Rating: 25
Seasonality Score: 46 (-100 ... +100)