Vanguard Tax-Managed Balanced VTMFX
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Advice sought on asset allocation for my 99 year old mother
… Index 30% Total Stock Market Index 39% REIT Index 12% I was wondering about some combination of VWINX, VTMSX, and perhaps VTMFX . She receives social security and a small pension Disclosure: I stand to inherit the trust in which her Vanguard account resides …
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Simplifying My Portfolio
… VTCLX (Taxable account) VTMSX (Taxable account) Cash - Money Markets Simplified Portfolio: DODFX (457 plan) VWINX (Her Roth IRA) VWINX (My Roth IRA) VTMFX (Taxable account) Cash - Money Markets All comments are welcome. Denny
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VTMFX Vanguard Tax-Managed Balanced Adm Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… uses trading techniques, such as selling losers to offset gains, in order to minimize capital gains. Vanguard Tax - Managed Balanced is a sound core holding for taxable accounts. This conservative-allocation fund takes a simpler tack …
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Overdone on emergency funds, so where to now?
… in line. 3. Convert 25k to ING and use 33k for something somewhat tax-efficient and conservative ( VTMFX / Vanguard Tax - Managed Balanced fund), yet can still liquidate in a no-holds-barred emergency 4. Convert 25k to ING and use 33k …
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WAY underweight on Bonds, FI..need help plz!
… PIGIX PIMCO Investment Grade Corp Bd Instl 6.67 PTTRX PIMCO Total Return Instl 5.05 PRWBX T. Rowe Price Short-Term Bond 1.83 VFSTX Vanguard Short-Term Investment-Grade Inv 2.02 VTMFX Vanguard Tax - Managed Balanced Adm 5.78
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29 Top Rated Funds
… Multi Cap category. The best three of the Blended Individual Securities category were Vanguard Tax - Managed Balanced Fund /quotes/comstock/10r! vtmfx ( VTMFX 20.07 , +0.04 , +0.20% ) , Mairs & Power Balanced Fund /quotes/comstock …
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Assessing Vanguard's Big Roster of Allocation Funds
… Vanguard has two dirt-cheap conservative-allocation funds that stand out from the category crowd. Vanguard Tax - Managed Balanced VTMFX keeps 45% or so of its assets in stocks and spreads that stake across 500 or 600 of the lower-yielding …
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VTGIX Vanguard Tax-Managed Growth & Inc Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… over this fund early in 2006. He's been with Vanguard since 1990 and has managed the equity portion of Vanguard Tax - Managed Balanced VTMFX since 1999. This fund's former manager, Gus Sauter, who also is Vanguard's chief investment officer …
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VPDFX Vanguard Managed Payout Dis Focus Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… 2010 . That's worse than other , simpler , hybrid funds , such as Vanguard Wellesley Income VWINX and Vanguard Tax - Managed Balanced VTMFX , both of which posted gains in the same period . The fund also continues to dip into shareholders'principal …
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VTMFX Vanguard Tax-Managed Balanced Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… fund uses trading techniques, such as selling losers to offset gains in order to minimize capital gains. Vanguard Tax - Managed Balanced won't dazzle, but you get to keep most of whatever it earns. The fund is 50% to 55% invested in tax …