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

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of a S&P SmallCap 600 Index that measures the investment return of small-capitalization stocks. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in small-cap stocks. The S&P SmallCap 600® Index is made up of common stocks of small-capitalization U.S. companies.

Market Cap

The average market capitalization across the Vanguard Tax-Managed Small Cap Adm MF is 9.44B. The market cap for tickers in the group ranges from 6.57B to 12.42B. CORT holds the highest valuation in this group at 12.42B. The lowest valued company is ETSY at 6.57B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap Adm MF was 13%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 69

P/E Growth Rating: 34

Price Growth Rating: 45

SMR Rating: 63

Profit Risk Rating: 54

Seasonality Score: -9 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

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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.

Ticker / NAME	Correlation To VTMSX	1D Price Change %
VTMSX	100%	N/A
DFSTX - VTMSX	99% Closely correlated	N/A
FTHFX - VTMSX	96% Closely correlated	N/A
NAESX - VTMSX	95% Closely correlated	N/A
VSMAX - VTMSX	95% Closely correlated	N/A
VSCIX - VTMSX	95% Closely correlated	N/A
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