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VTMSX
Mutual Fund ticker: NASDAQ
AS OF
Oct 14 closing price
Price
$96.64
Change
+$1.43 (+1.50%)
Net Assets
9.38B

VTMSX Vanguard Tax-Managed Small Cap Adm Forecast, Technical & Fundamental Analysis

The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the S&P SmallCap 600 Index (the index)—an index that is made up of the stocks of small-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 Small Cap Adm MF is 8.14B. The market cap for tickers in the group ranges from 3.41B to 13.41B. FN holds the highest valuation in this group at 13.41B. The lowest valued company is ANF at 3.41B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap Adm MF was -37%. For the same stocks of the MF, the average monthly volume growth was -23% 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: 62
P/E Growth Rating: 46
Price Growth Rating: 55
SMR Rating: 48
Profit Risk Rating: 36
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Vanguard Tax-managed FundsPo Box 2600Valley Forge
Phone
N/A
Web
www.vanguard.com
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VTMSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VTMSX has been closely correlated with DFSTX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTMSX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTMSX
1D Price
Change %
VTMSX100%
N/A
DFSTX - VTMSX
99%
Closely correlated
+1.46%
FSSNX - VTMSX
98%
Closely correlated
N/A
NAESX - VTMSX
98%
Closely correlated
N/A
VSCPX - VTMSX
98%
Closely correlated
N/A
VSMAX - VTMSX
98%
Closely correlated
N/A
More