Skip to Content

Vanguard Tax-Managed Small Cap Adm VTMSX

Analyst rating as of
NAV / 1-Day Return
74.79  /  0.57 %
Total Assets
8.1 Bil
Adj. Expense Ratio
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
6.50 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
1.57%
Turnover
9%

Morningstar’s Fund Analysis VTMSX

Will VTMSX outperform in future?

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

Tax-efficient small-cap exposure.

Associate Analyst

Summary

|

Vanguard Tax-Managed Small Cap fund provides broadly-diversified, low-cost exposure to U.S. small-caps. The fund has a well-constructed portfolio, but the advantages of a broad indexing approach might not fully translate to small-cap stocks. It earns a Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor