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Morningstar

Vanguard Tax-Managed Small Cap Adm VTMSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Vanguard Investment Hub

Morningstar’s Analysis VTMSX

Will VTMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the VTMSX 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 VTMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Tax-efficient small-cap exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Vanguard Tax-Managed Small Cap fund’s low fee, broad diversification, and profitability tilt make it hard to beat. The fund earns a Morningstar Medalist Rating of Silver.

by Zachary Evens
Rated on Published on

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