Vanguard Tax-Managed Growth & Inc I (VTMIX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for VTMIX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.08%|
Performance & Risk
|5y Avg Return:||21.11%|
|Rank in Category (ytd):||42|
|% Rank in Category (ytd):||2.48%|
|Morningstar Risk Rating:||3|
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. View More