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VTMSX Mutual Fund Price & Analysis

This particular offering, part of Vanguard's collection of tax-optimized investments, grants shareholders access to small-capitalization equities. It utilizes an index-tracking strategy to closely mirror its benchmark while simultaneously endeavoring to keep taxable capital gains to a minimum. A key risk factor for this fund arises from its singular focus on smaller companies, a sector of the market recognized for its inherent price fluctuations. This fund is primarily intended for individuals in higher tax brackets with an investment outlook of at least five years and a strong tolerance for risk, serving as a supplementary component within a broader, well-allocated portfolio. Nevertheless, it is crucial to understand that the fund's stated goal of tax efficiency may not always be met.

VTMSX Mutual Fund Chart & Stats

$120.22
$0.78(0.65%)
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VTMSX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Eastman Chemical Company
0.62%
Formfactor
0.53%
Celanese
0.51%
Element Solutions
0.50%
Viavi Solutions Inc
0.49%
LKQ Corporation
0.49%
Esco Technologies
0.48%
Armstrong World Industries Inc
0.47%
Sanmina-sci
0.46%
AL
Air Lease Corp
0.46%
Total5.02%

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