Vanguard Tax Managed Small Cap Fund Cash Position Weight
Vanguard Tax Managed Small Cap fundamentals help investors to digest information that contributes to Vanguard Tax-managed's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Tax-managed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Tax-managed mutual fund.
Vanguard |
Vanguard Tax Managed Small Cap Mutual Fund Cash Position Weight Analysis
Vanguard Tax-managed's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Vanguard Tax-managed Cash Position Weight | 0.03 % |
Most of Vanguard Tax-managed's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Tax Managed Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Vanguard Tax Managed Small Cap has 0.03% in Cash Position Weight. This is 97.3% lower than that of the Vanguard family and significantly higher than that of the Small Blend category. The cash position weight for all United States funds is notably lower than that of the firm.
Vanguard Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Tax-managed's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Tax-managed could also be used in its relative valuation, which is a method of valuing Vanguard Tax-managed by comparing valuation metrics of similar companies.Vanguard Tax is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Vanguard Tax-managed
The fund invests 99.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.03%) .Asset allocation divides Vanguard Tax-managed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Price To Earning | 21.00 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 9.24 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 0.49 % | |||
| One Year Return | 16.88 % | |||
| Three Year Return | 0.28 % | |||
| Five Year Return | 9.40 % | |||
| Ten Year Return | 10.05 % | |||
| Net Asset | 7.18 B | |||
| Minimum Initial Investment | 5 M | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 0.03 % | |||
| Equity Positions Weight | 99.97 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Tools for Vanguard Mutual Fund
When running Vanguard Tax-managed's price analysis, check to measure Vanguard Tax-managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Tax-managed is operating at the current time. Most of Vanguard Tax-managed's value examination focuses on studying past and present price action to predict the probability of Vanguard Tax-managed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Tax-managed's price. Additionally, you may evaluate how the addition of Vanguard Tax-managed to your portfolios can decrease your overall portfolio volatility.
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