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Vanguard Tax-managed Balanced Fund Admiral Shares (VTMFX)

US Funds

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42.44 -0.38 -0.89%

10/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 10.54B

Type: Fund

Market: United States

Issuer: Vanguard

Asset Class: Equity

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VTMFX Overview

Find basic information about the Vanguard Tax-managed Balanced Fund Admiral Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VTMFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0.9%

Prev. Close42.82

Risk Rating

TTM Yield2.23%

ROE33.40%

IssuerVanguard

Turnover20%

ROA14.96%

Inception Date34583

Total Assets10.54B

Expenses0.09%

Min. Investment10,000

Market Cap283.48B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	978	978	1045	1168	1580	1985
Fund Return	-2.23%	-2.23%	4.53%	5.32%	9.58%	7.1%
Place in category	426	426	318	9	12	1
% in Category	96	96	73	3	5	1

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	730.53B	-4.82	8.12	-
Vanguard 500 Index Admiral	568.34B	-4.28	9.02	12.46
Vanguard Total Stock Market Admiral	407.95B	-4.83	8.10	11.74
Vanguard Total Intl Stock Index Inv	209.79B	5.46	4.59	5.14
Vanguard 500 Index Institutional Se	207.17B	-4.28	9.05	-

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	41.15B	2.88	3.29	5.43
Vanguard LifeStrategy Cnsrv Gr Inv	10.29B	0.79	3.19	4.69
Vanguard Wellesley Income Inv	8.56B	2.87	3.22	5.36
American Funds Income Portfolio A	5.61B	2.58	4.88	5.84
BlackRock Multi-Asset Income Instl	5.56B	2.03	3.91	4.30

Top Holdings

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	3.09	190.42	-4.24%
Microsoft	US5949181045	2.64	381.35	-2.34%
NVIDIA	US67066G1040	2.57	107.57	-5.91%
Amazon.com	US0231351067	1.73	181.22	-5.17%
Meta Platforms	US30303M1027	1.37	546.29	-6.74%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Neutral

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