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Vanguard Tax-Managed Capital App I VTCIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VTCIX

Will VTCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VTCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tax-efficient exposure to large- and mid-cap stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Vanguard Tax-Managed Capital Appreciation offers a well-diversified, tax-efficient market-cap-weighted portfolio that captures the large- and mid-cap opportunity set while charging a low fee—a recipe for success over the long run.

by Mo'ath Almahasneh
Rated on Published on

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