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Vanguard Tax-Managed Balanced Adm VTMFX

Analyst rating as of
NAV / 1-Day Return
38.59  /  1.13 %
Total Assets
8.0 Bil
Adj. Expense Ratio
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
9.12 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.59%
Turnover
6%

Morningstar’s Fund Analysis VTMFX

Will VTMFX outperform in future?

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

A low-cost, tax-managed balanced fund.

Senior Analyst

Summary

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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) share class.

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