VTMFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Vanguard Tax-Managed Balanced Adm (VTMFX) Ownership - Who owns Vanguard Tax-Managed Balanced Adm?

The investment seeks to provide a tax-efficient investment return consisting of federally tax-exempt income, long-term capital appreciation, and a modest amount of taxable current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

VTMFX

Net Assets

10.5B

Fund Existence

over 30 years

Turnover

23.00

Total Expense Ratio

0.09

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.09

Assets in Top Ten Holdings

1.38B

Average Credit Quality

Average Effective Duration

5.34

Average Effective Maturity

9.31

Fund of Funds

Fund Share Class Net Assets

10.5B

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

Modified Duration

7.00

No Load Fund

Yes

Number of Long Holdings

4118.00

Number of Net Holdings

4118.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

16.00%

Gain YTD

-0.486

Annual Yield % from dividends

2.06

Returns for 1 year

6.58

Returns for 3 years

19.23

Returns for 5 years

48.01

Returns for 10 years

77.03

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details