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Vanguard Tax-Managed Small Cap I VTSIX

Analyst rating as of
NAV / 1-Day Return
93.21  /  1.45 %
Total Assets
9.1 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
5.66 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.14%
Turnover
31%
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Morningstar’s Analysis

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-turnover exposure to U.S. small caps. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large caps. These considerations limit its Morningstar Analyst Rating to Silver.

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