VTMFX – Fund Analysis – Vanguard Tax-Managed Balanced Adm | Morningstar

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Will VTMFX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTMFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VTMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VTMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Several strengths for a very cheap price tag.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Sharp resources support the two well-executed portfolios that make up Vanguard Tax-Managed Balanced.

by Nour Al Twal

Rated on May 29, 2024 Published on May 29, 2024

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