Mutual Fund Insights: Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

In-depth Analysis of Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

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See Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) performance details as of January 31, 2010

  

Last Trade: $10.96 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - John M. Carbone

Fund Manager Tenure: 1.6 years   [Similar Funds: VCAIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Carbone has worked in investment management since 1988. He has managed investment portfolios since 1991. Carbone has been with Vanguard since 1996.  Get more insights on John M. Carbone

  

 What we like about Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

Data for Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) as of January 31, 2010

• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has good mid-term performance (3-year return 3.80% vs 3.31% Muni California Interm/Short category average)
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has good Long-term performance (5-year return 3.40% vs 3.02% Muni California Interm/Short category average)
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) ratio of up-years vs down years is greater than 2
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has a Morningstar rating of 4 and above
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has an annual stock turnover rate of 17.00% vs Muni California Interm/Short average of 40.69%. It is good that Vanguard CA Interm-Term Tax-Exempt Adm management does not trade extensively for its return.
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has a lower management fee than its Muni California Interm/Short average: 0.12% vs 0.85%
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

Data for Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) as of January 31, 2010

• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) management has been with Vanguard CA Interm-Term Tax-Exempt Adm Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) has a less-than-ideal short-term performance (1-year return 6.65% vs 6.78% Muni California Interm/Short category average)
• Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.53 that is higher than category average of 5.03

See Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) performance details as of January 31, 2010

  

  

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Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) Net Asset

Track net asset change of Vanguard CA Interm-Term Tax-Exempt Adm fund (VCADX)

Date	Net Asset
01/2010	$3.72B
11/2009	$3.63B
10/2009	$3.54B

More historic net asset information on Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

  

Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) Portfolio Allocation

Track portfolio allocation change of Vanguard CA Interm-Term Tax-Exempt Adm fund (VCADX)

Date	Cash	Stock	Bond	Other
09/2009	2.84%	0%	97.16%	0%
07/2009	2.48%	0%	97.52%	0%
06/2009	1.38%	0%	98.62%	0%

Click here to see more historic asset allocation information on Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

  

Most Recent Top 10 Holdings in Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

Discover what Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX) manager is buying

30-Sep-09 Golden St Tob Securitization C Ass 6.25% [1.99%] California St Econ Recover Double 5.25% [1.67%] California St Go Ref Bd 5% [1.2%] California St Econ Recover Econ Reco 5% [1.13%] California St Dept Wtr Res Pwr Rev Bd 5% [1.12%] Bay Area Infrasct Fing A State Pay 5% [1.02%] Abag Fin Auth [0.94%] California St Go Bds 5.75% [0.88%] California St Econ Recover Econ Reco 5% [0.86%] California St Go Bds 5% [0.78%]

31-Jul-09 Golden St Tob Securitization C Ass 6.25% [2.16%] California St Econ Recover Double 5.25% [1.77%] California St Go Ref Bd 5% [1.24%] California St Econ Recover Econ Reco 5% [1.23%] California St Dept Wtr Res Pwr Rev Bd 5% [1.15%] Bay Area Infrasct Fing A State Pay 5% [1.07%] California St Econ Recover Econ Reco 5% [0.94%] California St Go Bds 5.75% [0.91%] California St Go Bds 5% [0.81%] California St Go Bds An 5% [0.81%]

30-Jun-09 Golden St Tob Securitization C Ass 6.25% [2.18%] California St Econ Recover Double 5.25% [1.76%] California St Econ Recover Econ Reco 5% [1.26%] California St Go Ref Bd 5% [1.21%] California St Dept Wtr Res Pwr Rev Bd 5% [1.15%] Bay Area Infrasct Fing A State Pay 5% [1.1%] California St Econ Recover Econ Reco 5% [1.02%] California St Go Bds 5.75% [0.88%] Abag Fin Auth [0.86%] California St Go Bds An 5% [0.81%]

Click here for Stock Holding Change Map in Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

  

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Latest News on Vanguard CA Interm-Term Tax-Exempt Adm (VCADX)

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See more information on Vanguard CA Interm-Term Tax-Exempt Adm Fund (VCADX)

• Vanguard CA Interm-Term Tax-Exempt Adm Fund Insights
• Vanguard CA Interm-Term Tax-Exempt Adm Fund Performance Data
• Vanguard CA Interm-Term Tax-Exempt Adm Fund News
• Vanguard CA Interm-Term Tax-Exempt Adm Fund Score Explaination
• Vanguard CA Interm-Term Tax-Exempt Adm Fund Manager Information
• Historic Vanguard CA Interm-Term Tax-Exempt Adm Fund Asset Allocation Report
• Historic Vanguard CA Interm-Term Tax-Exempt Adm Fund Top 10 Holding Tracking
• Historic Vanguard CA Interm-Term Tax-Exempt Adm Fund Asset Under Management Tracking