Vanguard Tax Managed Balanced Fund

Class Other (VTMFX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.4 1.4
Stocks 47.51 47.51
Bonds 50.3 50.3
Other 0.07 0.07
Foreign Bonds 0.0 0.0
Foreign Stocks 0.71 0.71
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 1.34
Exxon Mobil Corporation XOM 1.46 1.08
Microsoft Corp MSFT 13.42 0.77
Johnson & Johnson JNJ 17.08 0.68
General Electric Co GE -4.25 0.61
Berkshire Hathaway Inc Class B BRK.B 7.32 0.58
Chevron Corp CVX 6.16 0.54
Wells Fargo & Co WFC 17.56 0.53
Verizon Communications Inc VZ 2.63 0.5
AT&T Inc T 3.53 0.48

Bond Ratings (%)

Updated 05.31.2014

Sector VTMFX
AAA 17.84
AA 52.88
A 22.56
BBB 5.98
BB 0.25
B 0.0
Below B 0.0
Other 0.49

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