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.
- NAV / 1-Day Return 38.58 / 0.21 %
- Total Assets 8.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.86%
- 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 926
- Bond Holdings 2689
- Other Holdings 2
- % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector