4 / 5 Stars
5 5 3 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 225 Small 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 28.23 percent over the past year, 16.74 percent over the past three years, 23.67 percent over the past five years, and 9.97 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||23.7%|
|10 Years (Annualized)||10.0%|
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 are Low compared to funds in the same category.
Vanguard Tax Managed Small Cap Fund has an expense ratio of 0.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.