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Morningstar

Vanguard Tax-Managed Balanced Adm VTMFX Fund Analysis

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

Morningstar’s Analysis VTMFX

Will VTMFX 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 VTMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VTMFX 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 VTMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A low-cost, tax-managed balanced fund.

Associate Analyst Spencer Brown

Spencer Brown

Associate Analyst

Summary

Vanguard Tax-Managed Balanced's effective tax management, diversified portfolio, and well-resourced teams support a Morningstar Medalist Rating of Silver.

by Spencer Brown
Rated on Published on

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