Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its ...

The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.

aiming to replicate a blueprint that Vanguard has used exclusively for more than two decades. In the simplest terms, that structure ports the famous tax efficiency of an ETF into the mutual fund ...

The firm is the latest to seek to replicate a fund structure employed solely by Vanguard Group that gave the Jack Bogle-founded juggernaut a tax-minimizing edge over the industry for two decades.

Pioneering quant investor Dimensional Fund Advisors has applied for a new fund structure that would give it a powerful tax advantage enjoyed exclusively by Vanguard Group for more than 20 years.

The one-of-a-kind fund structure that helped turn Vanguard Group into the second-largest ETF manager in the world may be about to get a lot less unique. A multi-boutique asset manager has this ...

Vanguard Tax-Managed Balanced Fund made its debut in September of 1994, and since then, VTMFX has accumulated about $9.93 billion in assets, per the most up-to-date date available.

Tax-efficient exposure to US stocks ... The infrequent turnover of managers, coupled with Vanguard's practice of rotating them across various funds, enhances their expertise and understanding ...

Vanguard NJ Long-Term Tax-Exempt Fund earns a High Process Pillar rating. The most substantial contributor to the rating is its parent firm's superior long-term risk-adjusted performance ...

The Vanguard Long-Term Tax-Exempt Fund seeks to provide a high and sustainable level of current income, exempt from federal personal income taxes. To achieve that goal, the fund uses a portfolio ...

If you have been looking for Allocation Balanced funds, a place to start could be Vanguard Tax-Managed Balanced Fund (VTMFX). VTMFX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is ...

The Vanguard Tax-Managed Capital Appreciation Fund falls within Morningstar’s large-blend category. Funds in this category generally invest in U.S. large-cap stocks that are in the top 70 ...