VTSMX Rating, Research - Vanguard Total Stock Mkt Idx Inv

Vanguard Total Stock Mkt Idx Inv (vtsmx)

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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 vtsmx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Total Stock Mkt Idx Inv (VTSMX) Description: VTSMX is a mutual fund, which is an investment that owns a basket of assets. The VTSMX 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. VTSMXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VTSMXs expense ratio is roughly 0%. The latest VTSMXs front end load was 0% and the back end load was 0%. The Vanguard Total Stock Mkt Idx Inv (VTSMX) mutual fund falls under the large-cap mixed category. VTSMX focuses its investments in USA and VTSMX is not affiliated with a particular industry or fund sector. The Vanguard Total Stock Mkt Idx Inv (VTSMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VTSMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VTSMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to track the performance of a benchmark index that measures This investment vehicle return of the overall stock market. The fund employs a passive management strategy designed to track the performance of the MSCI US Broad Market Index, which consists of all the U.S. common stocks (see stock research) traded regularly on the New York Stock Exchange and the Nasdaq over-the-counter market. It typically holds 1,200-1,300 of the stocks (see stock research) in its target index.

Management Analysis Update

The vtsmx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update