Vanguard Tax-Managed Balanced's effective tax management, sensible design, and well-resourced teams justify its Morningstar Analyst Rating of Silver for its sole (admiral) share class.
NAV / 1-Day Return
37.65 / 0.13 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis VTMFX
Will VTMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.