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Vanguard Tax-Managed Small Cap I VTSIX

Analyst rating as of
NAV / 1-Day Return
79.53  /  1.06 %
Total Assets
8.5 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.060%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.37%
Turnover
9%

Morningstar’s Analysis VTSIX

Will VTSIX outperform in future?

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

Tax-efficient small-cap exposure.

Associate Analyst

Summary

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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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