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VTMSX

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1d
1w
1m

Analysis and statistics

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About

VTMSX.US represents the Vanguard Tax-Managed Small Cap Index Fund Admiral Shares. This mutual fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks, while minimizing federal income taxes on capital gains and dividends. The fund employs a passive management, or indexing, investment approach, by investing all, or substantially all, of its assets in the stocks that make up the target index. As an admiral shares fund, it typically requires a minimum investment and offers a lower expense ratio compared to standard shares.
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Factors

Interest Rates: Rising rates typically lower bond prices, decreasing VTMSX's NAV.

Credit Risk: Downgrades or defaults within VTMSX's holdings can reduce its value.

Inflation Expectations: Higher inflation usually pushes bond yields up, lowering prices.

Maturity Dates: Longer-term bonds in VTMSX are more sensitive to rate changes.

Fund Management: Skill in security selection and duration management impacts returns.

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