Vanguard Tax Managed Balanced Fund Fact Sheet

By Baby Shower November 06, 2021

The first point potentially improves tax efficiency. Invest efficiently using fund managers that maintain top sector performance.

It uses municipal bonds rather than taxable bonds and it skews the stock portfolio toward holdings with low dividend yields.

Vanguard tax managed balanced fund fact sheet. Index total returns periods ended september 30, 2021 quarter year to date one year three years five years ten years. For people who invest through their employer in a vanguard 401 (k), 403 (b), or other retirement plan. For people who invest directly in individual accounts (including iras and rollovers);

Ad download our free independent fund review on vanguard fund performance. The fund invests approximately 50% to 55% of its assets in municipal securities and the balance in common stocks. Fact sheet| september 30, 2021 vanguardtarget retirement 2030 trust plus balanced fund (stocks and bonds) fund facts risk level low high total net assets expense ratio as of 03/31/21 turnover rate inception date fund number 12345 $16,483 mm 0.055 % 15.3 % 08/15/11 1655 investment objective vanguard target retirement 2030 trust plus

The fund targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. You can also learn who should invest in this mutual fund. Factsheet | october 31, 2021 performance history 3months year to date 1year 3years 5years since inception

Vanguard tax managed balanced fund. The balanced fund is designed for investors seeking a balance between income and capital growth.