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Vanguard Tax-managed Capital Appreciation Fund Institutional Shares: (MF: VTCIX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$149.52 USD
-0.05 (-0.03%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in February 1999 and is managed by the Vanguard Group. The objective of the fund is to seek a tax-efficient total return consisting of long-term capital growth. The fund invests in the stocks of the low-yielding large and midsize companies included in the Russell 1000 Index but is actively managed to minimize the impact of taxes on investor's returns and to discourage short-term trading. The fund distributes dividends and capital gains, if any, in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Cap Appr I | VTCIX | NA | NA | 0.00 | 0.00 | 0.06 | 0.06 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Cap Appr Adm | VTCLX | 291.65 | 11/12/2001 | 1.12 | 11.42 | 11.76 | 15.38 |
| Vanguard Tax-Managed Cap Appr Inst | VTCIX | 149.52 | 2/24/1999 | 1.15 | 11.46 | 11.79 | 15.41 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Tax-Managed Cap Appr I | VTCIX | 5000000 | 1 | 0 | Q |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |