VMCAX Rating, Research - Vanguard Tax-Managed Capital App

Vanguard Tax-Managed Capital App (vmcax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 311

Threats + Weaknesses = 193

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vmcax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Tax-Managed Capital App (VMCAX) Description: VMCAX is a mutual fund, which is an investment that owns a basket of assets. The VMCAX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a long management tenure and is in the large fund size classification. VMCAXs minimum initial investment amount is $10000 while the IRA minimum is $10000. VMCAXs expense ratio is roughly 0%. The latest VMCAXs front end load was 0% and the back end load was 0%. The Vanguard Tax-Managed Capital App (VMCAX) mutual fund falls under the large-cap mixed category. VMCAX focuses its investments in USA and VMCAX is not affiliated with a particular industry or fund sector. The Vanguard Tax-Managed Capital App (VMCAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VMCAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VMCAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. Its target allocation is 85% in underlying funds that invest principally in equity securities (see equity research) and 15% in funds that invest principally in fixed-income securities. While This investment vehicle is non-diversified, it invests in some diversified underlying holdings.

Management Analysis Update

Performance Analysis Update