4 / 5 Stars
4 5 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#26 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.86 percent over the past year, 14.26 percent over the past three years, 19.96 percent over the past five years, and 7.44 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||7.4%|
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. 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. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.
Fees are Below Average compared to funds in the same category.
Vanguard Tax-Managed Capital Appreciation Fund has an expense ratio of 0.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.