VTMSX - Vanguard Tax-Managed Small Cap Adm

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.48 (-0.76%)
At close: 6:45PM EDT
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Previous Close62.77
YTD Return15.58%
Expense Ratio (net)0.09%
CategorySmall Blend
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability Rating
Net Assets6.73B
Beta (3Y Monthly)1.25
5y Average ReturnN/A
Holdings Turnover29.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateMar 25, 1999
  • Morningstar2 months ago

    3 Tax-Efficient Retirement-Saver Portfolios

    Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. A version of this article appeared on Sept. 11, 2018. Tightening up all of the costs in a portfolio is one of the best ways to enhance your take-home return.

  • Morningstar2 months ago

    3 Tax-Efficient Bucket Portfolios for Retirees

    Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

  • 3 Best Vanguard Funds to Celebrate the Life of Jack Bogle
    Zacks2 months ago

    3 Best Vanguard Funds to Celebrate the Life of Jack Bogle

    When Bogle launched his first fund that tracked the S&P 500 index in 1976, it was called the "Vanguard experiment."

  • Morningstar6 months ago

    Lessons From the Model Portfolios

    There are 66 long-term portfolios in all, designed to suit investors with varying proximities to retirement and preferences. There are portfolios composed of traditional mutual funds as well as exchange-traded funds. Given all of those variations--and especially the fact that their asset allocations vary so widely--it's no surprise that their performance varied, too.

  • Morningstar6 months ago

    Tax-Efficient Saver Portfolios for Vanguard Investors

    The firm views tax costs as another line item that drags on investors' take-home returns, so it devotes research and educational efforts to matters of tax management. Many of its funds are designed with tax efficiency in mind. For example, the firm was an innovator in creating exchange-traded funds by making them share classes of already-existing index funds, a structure that enables shareholders in the firm's traditional index equity funds to enjoy tax efficiency on par with their ETF counterparts.

  • Morningstar6 months ago

    Tax-Efficient Bucket Portfolios for Vanguard Investors

    For retired investors in tax-deferred accounts, I've developed model bucket portfolios using Vanguard's lineup. In this portfolio series, tax efficiency takes center stage, with three bucket retirement portfolios geared toward Vanguard investors' taxable accounts. When investing inside of taxable accounts (that is, non-tax-advantaged retirement accounts), sensibly employing a few basic investment types can help limit taxable capital gains and taxable income distributions on an ongoing basis.

  • 4 Vanguard Funds With a Record of Beating the S&P 500
    InvestorPlace8 months ago

    4 Vanguard Funds With a Record of Beating the S&P 500

    The broader S&P 500 has a long-term average return of nearly 9.8% for the last 90 years. Most funds fail to surpass the staggering return despite having high profile and skillful fund managers. But, there are some Vanguard funds that have been able to beat this return. Such funds have been able to provide healthy returns amid several market troughs and peaks that have occurred during this phase.Source: Shutterstock

  • 3 Top Index Funds for Your IRA
    Motley Fool10 months ago

    3 Top Index Funds for Your IRA

    These three funds could make for smart additions to your IRA.