vanguard tax managed balanced fund performance

It has earned a 4-star rating from Morningstar. Returns assume reinvestment of.

5 Actively Managed Vanguard Funds To Own For The Long Haul Kiplinger

From a cost perspective VTMFX is actually.

. Vanguard Tax-Managed Balanced Fund seeks to provide atax-efficient investment return consisting of federally tax-exempt income long-term capital appreciation and amodest. Vanguard Tax-Managed Balanced Fund As of June 30 2022 TotalReturns Expense Ratio Quarter Year toDate 1Year 3Years 5Years 10Years Tax-Managed Balanced Fund Admiral Shares. Vanguard Tax-Managed Balanced Adm VTMFX 3580 027 076 USD Oct 25 2022 Quote Performance Allocations Holdings Fundamental Chart Scatter Plot Data VTMFX.

View mutual fund performance View ETF performance View variable insurance fund performance. YTD Vanguard Tax-Managed Balanced Adm 235 594 1264 -143 1801 1330 1310 -1525 SP 500 Total Return 138 1196 2183 -438 3149 1840. In terms of fees VTMFX is a no load fund.

Vanguard Tax-Managed Balanced Fund Admiral Shares. Current performance may be higher or lower than the performance shown. Vanguard mutual funds Vanguard ETFs Vanguard 529 portfolios.

Vanguard Tax-Managed Balanced Adm VTMFX Performance Morningstar Analyst Rating Analyst rating as of Jun 21 2022 Quote Chart Fund Analysis Performance. It has an expense ratio of 009 compared to the category average of 089. Vanguard Tax-Managed Balanced Fund Admiral Shares VTMFX Performance History - Yahoo Finance SP 500 377055 5066136 Dow 30 3240322 40197126 Nasdaq.

Vanguard Tax-Managed Balanced Fund seeks to provide atax-efficient investment return consisting of federally tax-exempt income long-term capital appreciation and amodest. Ad compare vanguard performance to all fund managers. Vanguard Tax-Managed Balanced Adm VTMFX Morningstar Analyst Rating Analyst rating as of Jun 21 2022 Quote Chart Fund Analysis Performance Sustainability Risk.

Vanguard Tax-Managed Balanced Fund Admiral Shares Fund VTMFX 3532 -016 -045 10192022 1200 AM NAV Add to watchlist Asset Allocation Top Instruments Stock. Vanguard funds charge a 20 annual account service fee for each mutual fund account unless an exclusion applies. Returns without sales charges would be lower if the sales charges were included.

Performance The fund has returned -977 percent over the past year 587 percent over the past three years 648 percent over the past five years and 747 percent over the past decade. The funds expense ratio is 027 which is more than two-thirds lower than its peers and extremely low for an actively managed fund. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Funds over the next 6 months.

Vanguard Tax-Managed Balanced Fund Admiral Shares Add to watchlist. Im a professional financial advisor using Vanguards investments. The fee is waived for clients who have at least 1000000 in Vanguard.

To see the profile for a specific Vanguard mutual fund ETF or 529 portfolio browse a list of all. The fund has returned 1895 percent over the past year 1170 percent over the past three years 1016.

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