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Vanguard Tax-Managed Small Cap Adm VTMSX

Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 87.69  /  2.39 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.51%
  • Turnover 9%

Morningstar’s Analysis VTMSX

Will VTMSX outperform in future?

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

Tax-efficient small-cap exposure.



Vanguard Tax-Managed Small Cap fund provides broadly-diversified, low-cost exposure to U.S. small-caps. The fund has a well-constructed portfolio, but the advantages of a broad indexing approach might not fully translate to small-cap stocks. It earns a Morningstar Analyst Rating of Silver.

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