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VTSIX
Mutual Fund ticker: NASDAQ
AS OF
Sep 16 closing price
Price
$96.94
Change
-$0.11 (-0.11%)
Net Assets
9.34B

VTSIX Vanguard Tax-Managed Small Cap I 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 I MF is 8.06B. The market cap for tickers in the group ranges from 4.03B to 12.83B. FN holds the highest valuation in this group at 12.83B. The lowest valued company is SPSC at 4.03B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap I MF was 12%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 9%

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: 45
Price Growth Rating: 50
SMR Rating: 49
Profit Risk Rating: 35
Seasonality Score: -1 (-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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VTSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VTSIX has been closely correlated with FSSNX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTSIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTSIX
1D Price
Change %
VTSIX100%
N/A
FSSNX - VTSIX
98%
Closely correlated
N/A
NAESX - VTSIX
98%
Closely correlated
N/A
VSMAX - VTSIX
98%
Closely correlated
N/A
VSCPX - VTSIX
98%
Closely correlated
N/A
VSCIX - VTSIX
98%
Closely correlated
N/A
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