The fund purchases stocks that are included in the Russell 1000 Index (the index)—an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The fund advisor uses statistical methods to “sample” the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $10,000.
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Vanguard Tax-Managed Capital Ap
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VTCLX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VTCLX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Tax-Managed Capital Ap
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Pre-filled with VTCLX's historical average return
Important: This projection uses simplified assumptions based on VTCLX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
FXAIXFidelity 500 Index Fund
VFIAXVanguard 500 Index Fd Admiral S
VINIXVanguard Institutional Index
VTCLX is the ticker symbol for Vanguard Tax-Managed Capital Ap, a Large Blend mutual fund managed by Vanguard. The fund purchases stocks that are included in the Russell 1000 Index (the index)—an index that is made up of the stocks of large- and mid-capitalization U.S. companies. The fund advisor uses statistical methods to “sample” the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.
VTCLX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VTCLX has posted a 1-year return of +16.52%, 3-year return of +18.95%, 5-year return of +11.00%, 10-year return of +279.43%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VTCLX requires a minimum initial investment of $10,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VTCLX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.