Vanguard Tax Managed Small Cap Fund Quote
| VTSIX Fund | USD 102.87 0.20 0.19% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Vanguard Tax-managed is trading at 102.87 as of the 1st of December 2024; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 102.67. Vanguard Tax-managed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vanguard Tax Managed Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund purchases stocks included in the S P SmallCap 600 Indexan 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.. More on Vanguard Tax Managed Small Cap
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Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Funds, Small Blend Funds, Small Blend, Vanguard, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Tax Managed Small Cap [VTSIX] is traded in USA and was established 1st of December 2024. Vanguard Tax-managed is listed under Vanguard category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Vanguard family. This fund at this time has accumulated 7.18 B in net assets with minimum initial investment of 5 M. Vanguard Tax Managed is currently producing year-to-date (YTD) return of 18.99% with the current yeild of 0.02%, while the total return for the last 3 years was 4.39%.
Check Vanguard Tax-managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Tax Managed Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Tax Managed Small Cap Mutual Fund Constituents
| HOMB | Home BancShares | Stock | Financials | |
| TTEK | Tetra Tech | Stock | Industrials | |
| IART | Integra LifeSciences Holdings | Stock | Health Care | |
| FFIN | First Financial Bankshares | Stock | Financials | |
| EHTH | eHealth | Stock | Financials | |
| RH | RH | Stock | Consumer Discretionary | |
| PRA | ProAssurance | Stock | Financials | |
| B | Barnes Group | Stock | Industrials |
Vanguard Tax Managed Risk Profiles
| Mean Deviation | 0.9057 | |||
| Semi Deviation | 0.8557 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 |
Vanguard Tax-managed Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax-managed financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax-managed security.
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