4 / 5 Stars
4 5 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#103 in Large Blend
U.S. News evaluated 487 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 25.28 percent over the past year, 14.28 percent over the past three years, 22.96 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation and a moderate level of current income. The fund purchases stocks included in the Standard & Poor's 500 Index-an index that is dominated by the stocks of large U.S. companies. It will hold substantially all of the stocks in the index and expects to earn a level of dividend income consistent with that of the index, less the fund's expenses. To minimize capital gains distributions caused by portfolio trades, the fund sells portfolio securities with a higher tax basis.
Fees are Average compared to funds in the same category.
Vanguard Tax Managed Growth And Income Fund has an expense ratio of 0.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.