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Vanguard Tax Managed Fd Balanced: (MF: VTMFX)
(MF) As of Apr 22, 2014 06:06 PM ET
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Zacks MF Rank : 3 - Hold
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2014
% of Portfolio
Top Equity Holdings
(As of 12/31/2013) % of Portfolio
EXXON MOBIL CORP
GENERAL ELECTRIC CO
JOHNSON & JOHNSON
BERKSHIRE HATHAWAY INC CL 0.57
PROCTER & GAMBLE CO
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Vanguard Tax Managed Fd Balanced VTMFX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
Incepted in December 1978, this fund is managed by Vanguard Group. The objective of this fund is to seek tax-efficient total return consisting of long-term growth of capital, tax-exempt income, and a modest level of taxable income. The fund invests slightly more than half its assets in high quality tax-exempt municipal bonds and the rest in a broadly diversified group of large and mid-capitalization stocks. The fixed-income segment of the fund consists of intermediate-term bonds issued by state and local governments. Interest income from these bonds is exempt from federal income tax. The fund distributes dividends on a quarterly basis in March, June, September and December. The fund distributes capital gains in December.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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