Vanguard Tax-Managed Balanced's effective tax management, diversified portfolio, and well-resourced teams support a Morningstar Medalist Rating of Silver.
- NAV / 1-Day Return 40.33 / 0.22 %
- Total Assets 8.7 Bil
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Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.92%
- Turnover 22%
Morningstar’s Analysis VTMFX
Will VTMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 899
- Bond Holdings 2865
- Other Holdings 2
- % Assets in Top 10 Holdings 13.6