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

Category SmallBlend
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—an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.

Market Cap

The average market capitalization across the Vanguard Tax-Managed Small Cap Adm MF is 7.17B. The market cap for tickers in the group ranges from 6.22B to 8B. ATI holds the highest valuation in this group at 8B. The lowest valued company is MTH at 6.22B.

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 42% and the average quarterly volume growth was 73%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 35
Price Growth Rating: 40
SMR Rating: 48
Profit Risk Rating: 9
Seasonality Score: 21 (-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
Interesting Tickers
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1W
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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 FSSNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTMSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTMSX
1D Price
Change %
VTMSX100%
+1.38%
FSSNX - VTMSX
95%
Closely correlated
+1.25%
VSCIX - VTMSX
95%
Closely correlated
+1.02%
NAESX - VTMSX
95%
Closely correlated
+1.02%
VSCPX - VTMSX
95%
Closely correlated
+1.02%
VSMAX - VTMSX
95%
Closely correlated
+1.03%