VTGIX Rating, Research - Vanguard Tax-Managed Growth & Inc

Vanguard Tax-Managed Growth & Inc (vtgix)

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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 = 284

Threats + Weaknesses = 165

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks high total return. The fund mainly invests in common stocks [*http://www.wikiwealth.com/company (see stock research) of U.S. companies] of different capitalization ranges based on fundamental analysis and quantitative models. The Fund currently focuses on larger capitalization issuers.

Management Analysis Update

Performance Analysis Update