VTMGX Rating, Research - Vanguard Tax-Managed Intl

Vanguard Tax-Managed Intl (vtmgx)

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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 = 54

Threats + Weaknesses = 52

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

Fund Management Team

Fund Description Update

Vanguard Tax-Managed Intl (VTMGX) Description: VTMGX is a mutual fund, which is an investment that owns a basket of assets. The VTMGX 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. VTMGXs minimum initial investment amount is $10000 while the IRA minimum is $10000. VTMGXs expense ratio is roughly 0%. The latest VTMGXs front end load was 0% and the back end load was 0%. The Vanguard Tax-Managed Intl (VTMGX) mutual fund falls under the foreign large-cap mixed category. VTMGX focuses its investments in EU and Japan and VTMGX is not affiliated with a particular industry or fund sector. The Vanguard Tax-Managed Intl (VTMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VTMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VTMGXs 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 long-term capital appreciation. The fund purchases stocks (see stock research) included in the MSCI EAFE index, which is made up of approximately 1,211 common stocks (see stock research) of companies located in 21 countries in Europe, Australia, Asia, and the Far East. The fundses statistical methods to "sample" the Index, aiming to closely track its investment performance while limiting investments in index securities that have undesirable tax characteristics in an attempt to minimize taxable income distributions.

Management Analysis Update

Vanguard Tax-Managed Intl's executives / managers make better investing decisions, because their assets are invested along side their client's. Vanguard Tax-Managed Intl's management team has a long history of working together. This helps ensure consistent future returns. The vtmgx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Vanguard Tax-Managed Intl has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update