Vanguard Tax Managed Small Cap Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#22 in Small Blend

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.40 percent over the past year, 16.67 percent over the past three years, 21.85 percent over the past five years, and 9.95 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 25.4%
3 Years (Annualized) 16.7%
5 Years (Annualized) 21.9%
10 Years (Annualized) 9.9%

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Summary

The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the Standard & Poor's SmallCap 600 Index-an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.

Fees

Fees are Average compared to funds in the same category.
Vanguard Tax Managed Small Cap Fund has an expense ratio of 0.12 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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