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), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM).
Industry description
The investment seeks to provide a tax-efficient investment return consisting of federally tax-exempt income, long-term capital appreciation, and a modest amount of taxable current income.
The fund invests approximately 50% to 55% of its assets in municipal securities and the balance in common stocks. The fixed income portion of the fund is concentrated in high-quality municipal securities with a dollar-weighted average maturity expected to be between 6 and 12 years. At least 75% of the municipal bonds purchased by the fund will be rated in one of the top three credit-rating categories.
Market Cap
The average market capitalization across the Vanguard Tax-Managed Balanced Adm MF is 1.98T. The market cap for tickers in the group ranges from 573.02B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is JPM at 573.02B.
Volume
The average weekly volume growth across all stocks in the Vanguard Tax-Managed Balanced Adm MF was 53%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 71
Price Growth Rating: 38
SMR Rating: 21
Profit Risk Rating: 14
Seasonality Score: -2 (-100 ... +100)