VTMSX Rating, Research - Vanguard Tax-Managed Small Cap Inv

Vanguard Tax-Managed Small Cap Inv (vtmsx)

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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 = 11

Threats + Weaknesses = 6

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in the stocks (see stock research) of companies with market capitalizations within the range of companies in the Russell 2000 Value Index at the time of purchase.

Management Analysis Update

Vanguard Tax-Managed Small Cap Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. The vtmsx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update