Vanguard Tax Managed Capital Fund Quote
| VTCIX Fund | USD 147.65 2.69 1.86% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Tax-managed is trading at 147.65 as of the 24th of March 2025; that is 1.86 percent up since the beginning of the trading day. The fund's open price was 144.96. Vanguard Tax-managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The adviser uses statistical methods to sample the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. More on Vanguard Tax Managed Capital
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Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Large Blend, Vanguard, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Vanguard Tax Managed Capital [VTCIX] is traded in USA and was established 24th of March 2025. Vanguard Tax-managed is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vanguard family. This fund at this time has accumulated 10.15 B in net assets with minimum initial investment of 5 M. Vanguard Tax Managed is currently producing year-to-date (YTD) return of 1.28% with the current yeild of 0.01%, while the total return for the last 3 years was 9.48%.
Check Vanguard Tax-managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Tax Managed Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Tax Managed Capital Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Vanguard Tax Managed Risk Profiles
| Mean Deviation | 0.8128 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.08) |
Vanguard Tax-managed Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax-managed financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax-managed security.
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