MENU

VTCLX Vanguard Tax-Managed Capital App Adm Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOG), Alphabet (null:GOOGL), Meta Platforms (null:META), Broadcom Inc. (null:AVGO), Eli Lilly & Co (null: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 Adm MF is 1.93T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. 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 -5%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 62
Price Growth Rating: 31
SMR Rating: 33
Profit Risk Rating: 13
Seasonality Score: 28 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RNGHX66.860.42
+0.63%
American Funds New Economy R5E
LCBVX45.120.04
+0.09%
ClearBridge Large Cap Value R
FSRLX13.09N/A
N/A
FS Chiron Real Development I
ETIDX19.62-0.01
-0.05%
Eventide Dividend Opportunities I
VCESX15.53-0.12
-0.77%
Virtus KAR Emerging Markets Small-Cap C

VTCLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VTCLX 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 VTCLX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTCLX
1D Price
Change %
VTCLX100%
-0.03%
VTSMX - VTCLX
100%
Closely correlated
-0.03%
VSMPX - VTCLX
100%
Closely correlated
-0.03%
VTSAX - VTCLX
100%
Closely correlated
-0.03%
VSTSX - VTCLX
100%
Closely correlated
-0.03%
VITSX - VTCLX
99%
Closely correlated
-0.03%
More