Vanguard Tax-Managed Capital Appreciation offers a well-diversified, tax-efficient market-cap-weighted portfolio that captures the large- and mid-cap opportunity set while charging a low fee—a recipe for success over the long run.
Vanguard Tax-Managed Capital App Adm VTCLX
- NAV / 1-Day Return 259.27 / −0.25 %
- Total Assets 20.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.090%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 1.15%
- Turnover 2%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:19 PM GMT+0
Morningstar’s Analysis VTCLX
Will VTCLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.34 | 1.3 Bil | Technology |
Apple Inc | 5.13 | 1.1 Bil | Technology |
NVIDIA Corp | 4.35 | 908.0 Mil | Technology |
Amazon.com Inc | 3.35 | 700.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.20 | 460.1 Mil | Communication Services |
Alphabet Inc Class A | 1.84 | 384.0 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.84 | 383.8 Mil | Financial Services |
Alphabet Inc Class C | 1.58 | 329.5 Mil | Communication Services |
Eli Lilly and Co | 1.31 | 272.5 Mil | Healthcare |
JPMorgan Chase & Co | 1.11 | 231.2 Mil | Financial Services |