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Personal Investments • Re: Tax-Managed Balanced Fund (VTMFX) for Taxable account?

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I manage a trust for my incapacitated brother in law and chose VTMFX for the entire amount. It has performed admirably, with minimal taxes and a solid return. Its return over the past 10 years has been comparable to my other accounts with no maintenance at all. He uses none of it, so his heirs will get a nice tidy sum.
It’s a very good fund for the right situations.

Statistics: Posted by Wiggums — Thu Jan 18, 2024 10:56 am



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