Skip to Content

Vanguard Tax-Managed Balanced Adm VTMFX

Analyst rating as of
NAV / 1-Day Return
35.43  /  0.80 %
Total Assets
6.3 Bil
Adj. Expense Ratio
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
7.25 years
Category
US Fund Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.86%
Turnover
12%
Premium

Morningstar’s Analysis

Will VTMFX outperform in future?

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

Elegant in its simplicity.

Senior Analyst

Summary

| |

Vanguard Tax-Managed Balanced's effective tax-management, sensible design, and well-resourced teams justify its Morningstar Analyst Rating of Silver for its sole Admiral shares. The rating downgrade from Gold owes to our enhanced ratings methodology, which places greater focus on benchmark-relative performance and fees.

Unlock our full analysis with Morningstar Premium