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Vanguard Tax-managed Capital Appreciation Fund Institutional Shares: (MF: VTCIX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:29 PM ET
$177.64 USD
-0.14 (-0.08%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund purchases stocks from the Russell 1000 Index, which consists of large- and mid-cap U.S. companies. It employs statistical sampling methods to achieve capital gains and income tax efficiency, while also striving to closely approximate the characteristics and performance of the Index. This strategy is designed to balance growth potential with tax considerations, making it suitable for investors seeking to optimize their capital appreciation efforts within a tax-managed framework.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Cap Appr I | VTCIX | NA | NA | 0.00 | 0.00 | 0.06 | 0.06 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Cap Appr Inst | VTCIX | 177.64 | 2/24/1999 | 0.96 | 17.48 | 22.59 | 13.62 |
| Vanguard Tax-Managed Cap Appr Adm | VTCLX | 358.59 | 11/12/2001 | 0.93 | 17.44 | 22.55 | 13.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |