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Vanguard Tax-Managed Capital App I VTCIX

Analyst rating as of
NAV / 1-Day Return
118.79  /  0.36 %
Total Assets
16.7 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.060%
Fee Level
Low
Longest Manager Tenure
5.54 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.15%
Turnover
6%
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Morningstar’s Analysis

Will VTCIX outperform in future?

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

Tax-efficient exposure to U.S. large-cap stocks.

Associate Analyst

Summary

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Vanguard Tax-Managed Capital Appreciation offers diversified, low-turnover exposure to the largest U.S. stock market in a tax-efficient portfolio. Paired with a competitive expense ratio, the strategy has a durable performance edge over its Morningstar Category peers, earning both share classes Morningstar Analyst Ratings of Gold.

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