Vanguard Tax Managed Capital Fund Quote

VTCLX Fund  USD 279.29  0.31  0.11%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Vanguard Tax-managed is trading at 279.29 as of the 14th of June 2024; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 279.6. Vanguard Tax-managed has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Vanguard Tax Managed Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of May 2024 and ending today, the 14th of June 2024. Click here to learn more.
The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The adviser uses statistical methods to sample the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. More on Vanguard Tax Managed Capital

Moving together with Vanguard Mutual Fund

  0.74VMNVX Vanguard Global MinimumPairCorr

Moving against Vanguard Mutual Fund

  0.47VMNIX Vanguard Market NeutralPairCorr
  0.47VMNFX Vanguard Market NeutralPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard Funds, Large Growth Funds, Large Blend Funds, Large Blend, Vanguard, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2024
Vanguard Tax Managed Capital [VTCLX] is traded in USA and was established 14th of June 2024. Vanguard Tax-managed is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vanguard family. This fund at this time has accumulated 10.15 B in net assets with no minimum investment requirementsVanguard Tax Managed is currently producing year-to-date (YTD) return of 12.33% with the current yeild of 0.01%, while the total return for the last 3 years was 8.75%.
Check Vanguard Tax-managed Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Tax Managed Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Tax Managed Capital Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
FBMeta PlatformsStockInternet Content & Information
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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Vanguard Tax-managed Top Holders

MHEFXMh Elite FundMutual FundAllocation--85%+ Equity
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Vanguard Tax Managed Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Tax-managed market risk premium is the additional return an investor will receive from holding Vanguard Tax-managed long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Tax-managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Tax-managed's alpha and beta are two of the key measurements used to evaluate Vanguard Tax-managed's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Tax-managed Against Markets

Other Information on Investing in Vanguard Mutual Fund

Vanguard Tax-managed financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax-managed security.
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