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Vanguard Tax-Managed Capital Appreciation Fund (VTCLX)

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201.36+0.02 (+0.01%)
At close: 08:01PM EDT

Vanguard Tax-Managed Capital Appreciation Fund

Vanguard Tax-managed Funds

Po Box 2600

Valley Forge, PA 19482

Management Information
Awais Khan,Lead Manager since July 18, 2021
Awais Khan, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since 2010; has worked in investment management since 2012. Education: B.S./B.S.B.A., University of North Carolina.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyVanguard
Net Assets15.99B
YTD Return-18.30%
Morningstar RatingN/A1
Inception DateNov 11, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseVTCLXCategory Average
Annual Report Expense Ratio (net)0.00%0.84%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A