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Morningstar

Vanguard Tax-Managed Capital App Adm VTCLX

Morningstar Analyst Rating
Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 213.08  /  0.67 %
  • Total Assets 16.0 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 0

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s 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.

Analyst

Summary

| by Lan Anh Tran

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.

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