Vanguard Tax-Managed Small Cap Adm (VTMSX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Vanguard REIT ETF||3.64||193.41|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.12%|
Performance & Risk
|5y Avg Return:||18.52%|
|Rank in Category (ytd):||37|
|% Rank in Category (ytd):||5%|
|Morningstar Risk Rating:||3|
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. View More