Vanguard Tax-Managed Capital Appreciation offers tax-efficient exposure to a diversified, low-turnover portfolio of large-cap U.S. stocks. Both of the fund’s share classes earn a Morningstar Analyst Rating of Gold.
Vanguard Tax-Managed Capital App Adm VTCLX
NAV / 1-Day Return
188.00
/
0.13
%
Total Assets
15.4 Bil
Adj. Expense Ratio
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
6.47
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
10,000
Status
Open
TTM Yield
1.33%
Turnover
0
Morningstar’s Fund Analysis VTCLX
Will VTCLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTCLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VTCLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of VTCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Tax-efficient exposure to U.S. large-cap stocks.
