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Vanguard High-Yield Tax-Exempt (VWAHX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard High-Yield Tax-Exempt (VWAHX) Fund

    Last Trade: $11.42 on 10/20/2017, Change: -0.01 (-0.09%)

 

Graph of Vanguard High-Yield Tax-Exempt Fund (VWAHX) ManagerFund Manager - Mathew M. Kiselak

Fund Manager Information

Fund Manager Tenure: 7.3 years
Similar Funds: VWALX 
Fund Family: Vanguard
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Vanguard High-Yield Tax-Exempt Fund (VWAHX) ProfileVanguard High-Yield Tax-Exempt Fund (VWAHX) Profile

Fund Profile and Description

Vanguard High-Yield Tax-Exempt Fund seeks to provide a high and sustainable level of current income that is exempt from federal personal income taxes. Vanguard High-Yield Tax-Exempt Fund usually invests at least 80% of assets in investment-grade municipal bonds, with ratings of Baa or higher or BBB or higher. It invests up to 20% of assets in bonds that are rated less than Baa or BBB or are unrated.

 

Vanguard High-Yield Tax-Exempt (VWAHX) Fund Strength What we like about Vanguard High-Yield Tax-Exempt (VWAHX) Fund

Data for Vanguard High-Yield Tax-Exempt Fund (VWAHX) as of May 30, 2016

  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) management has been with Vanguard High-Yield Tax-Exempt Fund for 7.3 years
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has good short-term performance (1-year return 7.38% vs 4.71% Muni National Interm category median performance)
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has good mid-term performance (3-year return 5.00% vs 3.10% Muni National Interm category median performance)
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has good Long-term performance (5-year return 6.40% vs 4.14% Muni National Interm category median performance)
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) ratio of up-years vs down years is greater than 2
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard High-Yield Tax-Exempt Fund (VWAHX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has an annual stock turnover rate of 21.00% vs Muni National Interm average of 22.40%. It is good that Vanguard High-Yield Tax-Exempt management does not trade extensively for its return.
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) has a lower expense ratio than its Muni National Interm average: 0.20% vs 0.80%
  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard High-Yield Tax-Exempt Fund (VWAHX) Weakness What we are cautious about Vanguard High-Yield Tax-Exempt (VWAHX) Fund

Data for Vanguard High-Yield Tax-Exempt Fund (VWAHX) as of May 30, 2016

  • Vanguard High-Yield Tax-Exempt Fund (VWAHX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.04 that is higher than category average of 3.29
See Vanguard High-Yield Tax-Exempt Fund (VWAHX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard High-Yield Tax-Exempt Fund (VWAHX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard High-Yield Tax-Exempt3.587.385.006.40
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Vanguard High-Yield Tax-Exempt Fund (VWAHX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Vanguard High-Yield Tax-Exempt Fund (VWAHX) Net Asset TrackingVanguard High-Yield Tax-Exempt (VWAHX) Fund Net Asset

Track net asset change of Vanguard High-Yield Tax-Exempt fund (VWAHX)

DateNet Asset
05/2016$10.48B
03/2016$9.97B
02/2016$9.71B
More historic net asset information on Vanguard High-Yield Tax-Exempt Fund (VWAHX)

  

Graph of Vanguard High-Yield Tax-Exempt Fund (VWAHX) Portfolio TrackingVanguard High-Yield Tax-Exempt (VWAHX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard High-Yield Tax-Exempt fund (VWAHX)

DateCashStockBondOther
03/20163.97%0%96.03%0%
12/20154.5%0%95.5%0%
09/20153.44%0%96.56%0%
Click here to see more historic asset allocation information on Vanguard High-Yield Tax-Exempt Fund (VWAHX)

 

graph of Vanguard High-Yield Tax-Exempt Fund (VWAHX) Top 10 Position TrackingTop 10 Holdings in Vanguard High-Yield Tax-Exempt (VWAHX) Fund

Discover what Vanguard High-Yield Tax-Exempt Fund (VWAHX) manager is buying

Mar 30, 2016
New York Liberty Dev Corp Libe Rev Bd 5% [0.63%]
Central Plains Engy Proj Neb Rev Ref 5% [0.57%]
Iowa Fin Auth 5.5% [0.45%]
Whiting Ind Environmental Facs Rev Bds [0.44%]
Golden St Tob Securitization C Enh 0.01% [0.44%]
Texas Mun Pwr Agy Rev Ref Rev B [0.43%]
California St Go Bds 6.5% [0.4%]
New York N Y City Indl Dev Agy Rev 7.75% [0.39%]
Chicago Ill Brd Ed Ult Tax G 7% [0.39%]
Jefferson Cnty Ala Swr Rev Swr Rev W 7% [0.36%]

Dec 30, 2015
New York Liberty Dev Corp Libe Rev Bd 5% [0.77%]
Central Plains Engy Proj Neb Rev Ref 5% [0.62%]
Iowa Fin Auth 5.5% [0.5%]
Whiting Ind Environmental Facs Rev Bds [0.48%]
Golden St Tob Securitization C Enh 0.01% [0.48%]
Texas Mun Pwr Agy Rev Ref Rev B [0.47%]
California St Go Bds 6.5% [0.43%]
New York N Y City Indl Dev Agy Rev 7.75% [0.42%]
Jefferson Cnty Ala Swr Rev Swr Rev W 7% [0.38%]
Texas Transn Commn Cent Tex Tp Ref Bd 5% [0.37%]

Sep 29, 2015
New York Liberty Dev Corp Libe Rev Bd 5% [0.67%]
Central Plains Engy Proj Neb Rev Ref 5% [0.65%]
Texas Mun Pwr Agy Rev Ref Rev B [0.65%]
Whiting Ind Environmental Facs Rev Bds [0.56%]
Golden St Tob Securitization C Enh 0.01% [0.54%]
Iowa Fin Auth 5.5% [0.46%]
California St Go Bds 6.5% [0.46%]
New York N Y City Indl Dev Agy Rev 7.75% [0.45%]
Jefferson Cnty Ala Swr Rev Swr Rev W 7% [0.39%]
Texas Transn Commn Cent Tex Tp Ref Bd 5% [0.38%]
Click here for Stock Holding Change Map in Vanguard High-Yield Tax-Exempt Fund (VWAHX)

  

Latest News on Vanguard High-Yield Tax-Exempt (VWAHX) Fund

See what is happening with Vanguard High-Yield Tax-Exempt Fund (VWAHX)

 

Vanguard High-Yield Tax-Exempt Fund (VWAHX) Related ResourcesSee more information on Vanguard High-Yield Tax-Exempt (VWAHX) Fund

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