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VTSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$94.95
Change
-$3.98 (-4.02%)
Net Assets
10.34B

VTSIX Vanguard Tax-Managed Small Cap I 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 I MF is 7.26B. The market cap for tickers in the group ranges from 5.47B to 9.38B. MLI holds the highest valuation in this group at 9.38B. The lowest valued company is CYTK at 5.47B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap I MF was 28%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 48
Price Growth Rating: 50
SMR Rating: 48
Profit Risk Rating: 14
Seasonality Score: 12 (-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%
-4.02%
FSSNX - VTSIX
98%
Closely correlated
-4.38%
VSCPX - VTSIX
97%
Closely correlated
N/A
VSMAX - VTSIX
96%
Closely correlated
-4.06%
NAESX - VTSIX
96%
Closely correlated
-4.06%
VSCIX - VTSIX
96%
Closely correlated
-4.06%
More