Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), 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 Adm MF is 1.86T. 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 -25%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 34%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 68
Price Growth Rating: 59
SMR Rating: 27
Profit Risk Rating: 22
Seasonality Score: 7 (-100 ... +100)