Mutual Fund Insights: Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

In-depth Analysis of Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

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See Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) performance details as of February 28, 2010

  

Last Trade: $11.71 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Michael G. Kobs

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

Michael G. Kobs is a portfolio manager with the Vanguard Group. Michael G. Kobs has worked in investment management since 1990 and has managed investment portfolios since 1998.  Get more insights on Michael G. Kobs

  

 What we like about Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

Data for Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) as of February 28, 2010

• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has good short-term performance (1-year return 9.07% vs 12.59 % Muni New Jersey category average)
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has good mid-term performance (3-year return 3.78% vs 2.82 % Muni New Jersey category average)
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has good Long-term performance (5-year return 4.10% vs 3.45 % Muni New Jersey category average)
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) ratio of up-years vs down years is greater than 2
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has a Morningstar rating of 4 and above
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.18, lower than category average of 7.28
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has a lower management fee than its Muni New Jersey average: 0.12% vs 1.02%
• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

Data for Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) as of February 28, 2010

• Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) management has been with Vanguard NJ Long-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 NJ Long-Term Tax-Exempt Adm Fund (VNJUX) has an annual stock turnover rate of 22.00% that is higher than the Muni New Jersey average of 19.01%. This could mean Vanguard NJ Long-Term Tax-Exempt Adm is more nimble, but also signal potential high tax impact and high trading fees

See Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) performance details as of February 28, 2010

  

  

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Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) Net Asset

Track net asset change of Vanguard NJ Long-Term Tax-Exempt Adm fund (VNJUX)

Date	Net Asset
02/2010	$2.07B
01/2010	$1.57B
11/2009	$1.56B

More historic net asset information on Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

  

Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) Portfolio Allocation

Track portfolio allocation change of Vanguard NJ Long-Term Tax-Exempt Adm fund (VNJUX)

Date	Cash	Stock	Bond	Other
09/2009	0.96%	0%	99.04%	0%
07/2009	1.04%	0%	98.96%	0%
06/2009	0.77%	0%	99.23%	0%

Click here to see more historic asset allocation information on Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

  

Most Recent Top 10 Holdings in Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

Discover what Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX) manager is buying

30-Sep-09 Tobacco Settlement Fing Corp N Ass 5.75% [2.04%] New Jersey Econ Dev Auth 5% [1.51%] New Jersey St Tpk Auth 5.25% [1.48%] New Jersey St Transn Tr Fd Aut Transn 5% [1.36%] New Jersey St Transn Tr Fd Aut Tra 5.25% [1.27%] New Jersey Econ Dev Auth 5.25% [1.26%] New Jersey St Tpk Auth 6.5% [1.25%] New Jersey Econ Dev Auth [1.25%] New Jersey Econ Dev Auth 5% [1.18%] Tobacco Settlement Fing Corp N Asset 7% [1.16%]

31-Jul-09 Tobacco Settlement Fing Corp N Ass 5.75% [2.16%] New Jersey Econ Dev Auth 5% [1.58%] New Jersey Econ Dev Auth [1.56%] New Jersey St Tpk Auth 5.25% [1.45%] New Jersey St Transn Tr Fd Aut Transn 5% [1.39%] New Jersey St Tpk Auth 6.5% [1.31%] New Jersey Econ Dev Auth 5.25% [1.27%] New Jersey St Transn Tr Fd Aut Tra 5.25% [1.26%] Tobacco Settlement Fing Corp N Asset 7% [1.24%] Tobacco Settlement Fing Corp N Asset 6% [1.21%]

30-Jun-09 Tobacco Settlement Fing Corp N As 6.125% [2.36%] Tobacco Settlement Fing Corp N Ass 5.75% [2.21%] New Jersey Econ Dev Auth 5% [1.6%] New Jersey St Tpk Auth 5.25% [1.48%] New Jersey St Transn Tr Fd Aut Transn 5% [1.38%] New Jersey St Tpk Auth 6.5% [1.33%] New Jersey Econ Dev Auth 5.25% [1.31%] New Jersey St Transn Tr Fd Aut Tra 5.25% [1.27%] Tobacco Settlement Fing Corp N Asset 7% [1.26%] Tobacco Settlement Fing Corp N Asset 6% [1.23%]

Click here for Stock Holding Change Map in Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

  

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See more information on Vanguard NJ Long-Term Tax-Exempt Adm Fund (VNJUX)

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