VTGLX Rating, Research - Vanguard Tax-Managed Growth & Inc Adm

Vanguard Tax-Managed Growth & Inc Adm (vtglx)

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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 = 286

Threats + Weaknesses = 165

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

Fund Management Team

Fund Description Update

Vanguard Tax-Managed Growth & Inc Adm (VTGLX) Description: VTGLX is a mutual fund, which is an investment that owns a basket of assets. The VTGLX 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 large fund size classification. VTGLXs minimum initial investment amount is $100000 while the IRA minimum is $100000. VTGLXs expense ratio is roughly 0%. The latest VTGLXs front end load was 0% and the back end load was 0%. The Vanguard Tax-Managed Growth & Inc Adm (VTGLX) mutual fund falls under the large-cap mixed category. VTGLX focuses its investments in USA and VTGLX is not affiliated with a particular industry or fund sector. The Vanguard Tax-Managed Growth & Inc Adm (VTGLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VTGLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VTGLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a tax-efficient investment return consisting of a moderate level of current income and long-term capital appreciation. The fund invests in substantially all of the stocks (see stock research) included in the S&P 500 index. To reduce taxable distributions, especially realized capital gains, an index-oriented investment approach is used. Stocks are held in approximately the same proportions as they are represented on the index.

Management Analysis Update

Performance Analysis Update