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VTSIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
8B

VTSIX Vanguard Tax-Managed Small Cap I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

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 4.88B. The market cap for tickers in the group ranges from 4.34B to 7.29B. RMBS holds the highest valuation in this group at 7.29B. The lowest valued company is SM at 4.34B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap I MF was -18%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 47
Price Growth Rating: 50
SMR Rating: 54
Profit Risk Rating: 43
Seasonality Score: 13 (-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

Correlation & Price change

A.I.dvisor indicates that over the last year, VTSIX has been closely correlated with VSCIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTSIX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTSIX
1D Price
Change %
VTSIX100%
+0.56%
VSCIX - VTSIX
94%
Closely correlated
+0.56%
VSCPX - VTSIX
94%
Closely correlated
+0.57%
VSMAX - VTSIX
94%
Closely correlated
+0.58%
FSSNX - VTSIX
94%
Closely correlated
+0.69%
NAESX - VTSIX
94%
Closely correlated
+0.57%