Vanguard Tax-managed is trading at 160.93 as of the 22nd of July 2025; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 160.82. Vanguard Tax-managed has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund purchases stocks that are included in the Russell 1000 Index an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The fund advisor uses statistical methods to sample the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.. More on Vanguard Tax Managed Capital
Vanguard Tax Managed Capital [VTCIX] is traded in USA and was established 22nd of July 2025. Vanguard Tax-managed is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vanguard family. This fund at this time has accumulated 10.15 B in net assets with minimum initial investment of 5 M. Vanguard Tax Managed is currently producing year-to-date (YTD) return of 7.6% with the current yeild of 0.01%, while the total return for the last 3 years was 19.45%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Tax Managed Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Tax Managed Capital Mutual Fund Constituents
Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax-managed financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax-managed security.