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Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

    Last Trade: $13.95 on 3/22/2017, Change: +0.02 (0.14%)

 

Graph of Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) ManagerFund Manager - James M. DArcy

Fund Manager Information

Fund Manager Tenure: 3.7 years
Similar Funds: VWIUX 
Fund Family: Vanguard
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) ProfileVanguard Interm-Term Tx-Ex Inv Fund (VWITX) Profile

Fund Profile and Description

Vanguard Interm-Term Tx-Ex Inv Fund seeks to provide moderate and sustainable current income that is exempt from federal personal income taxes. Vanguard Interm-Term Tx-Ex Inv Fund invests at least 75% of assets in municipal bonds in the top three credit-rating categories. It may invest no more than 20% of assets in bonds rated Baa or BBB. Vanguard Interm-Term Tx-Ex Inv Fund may invest the remaining 5% of assets in securities with lower credit ratings or that are unrated.

 

Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund Strength What we like about Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

Data for Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) as of May 30, 2016

  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) management has been with Vanguard Interm-Term Tx-Ex Inv Fund for 3.7 years
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has good short-term performance (1-year return 5.26% vs 4.71% Muni National Interm category median performance)
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has good mid-term performance (3-year return 3.57% vs 3.10% Muni National Interm category median performance)
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has good Long-term performance (5-year return 4.42% vs 4.14% Muni National Interm category median performance)
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) ratio of up-years vs down years is greater than 2
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has an annual stock turnover rate of 12.00% vs Muni National Interm average of 22.40%. It is good that Vanguard Interm-Term Tx-Ex Inv management does not trade extensively for its return.
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.9, lower than category average of 3.29
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) has a lower expense ratio than its Muni National Interm average: 0.20% vs 0.80%
  • Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) Weakness What we are cautious about Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

Data for Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) as of May 30, 2016

See Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Interm-Term Tx-Ex Inv Fund (VWITX)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 Interm-Term Tx-Ex Inv2.355.263.574.42
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 Interm-Term Tx-Ex Inv Fund (VWITX)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 Interm-Term Tx-Ex Inv Fund (VWITX) Net Asset TrackingVanguard Interm-Term Tx-Ex Inv (VWITX) Fund Net Asset

Track net asset change of Vanguard Interm-Term Tx-Ex Inv fund (VWITX)

DateNet Asset
05/2016$50.48B
03/2016$48.81B
02/2016$48.01B
More historic net asset information on Vanguard Interm-Term Tx-Ex Inv Fund (VWITX)

  

Graph of Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) Portfolio TrackingVanguard Interm-Term Tx-Ex Inv (VWITX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Interm-Term Tx-Ex Inv fund (VWITX)

DateCashStockBondOther
03/20165.48%0%94.52%0%
12/20155.21%0%94.79%0%
09/20155.79%0%94.21%0%
Click here to see more historic asset allocation information on Vanguard Interm-Term Tx-Ex Inv Fund (VWITX)

 

graph of Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) Top 10 Position TrackingTop 10 Holdings in Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

Discover what Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) manager is buying

Mar 30, 2016
Central Plains Engy Proj Neb Rev Ref 5% [0.35%]
Univ Calif Revs For Prev Rev Bds 5% [0.32%]
California St Go Bds 5.75% [0.18%]
Maryland St Go Bds 5% [0.18%]
Massachusetts St Go Bds 5% [0.17%]
Chicago Ill O Hare Intl Arpt R 3rd Li 5% [0.16%]
Houston Tex Higher Ed Fin Corp Rev 0.79% [0.15%]
Texas St Go Mobili [0.15%]
California St Go Bds 5% [0.14%]

Dec 30, 2015
Central Plains Engy Proj Neb Rev Ref 5% [0.37%]
Univ Calif Revs For Prev Rev Bds 5% [0.34%]
California St Go Bds 5% [0.2%]
California St Go Bds 5.75% [0.2%]
Maryland St Go Bds 5% [0.19%]
Massachusetts St Go Bds 5% [0.18%]
Chicago Ill O Hare Intl Arpt R 3rd Li 5% [0.17%]
Houston Tex Higher Ed Fin Corp Rev 0.41% [0.16%]
North Tex Twy Auth 5.75% [0.16%]

Sep 29, 2015
Central Plains Engy Proj Neb Rev Ref 5% [0.39%]
Univ Calif Revs For Prev Rev Bds 5% [0.35%]
California St Go Bds 5% [0.21%]
California St Go Bds 5.75% [0.21%]
Maryland St Go Bds 5% [0.2%]
Massachusetts St G.O Bds 5.5% [0.18%]
Massachusetts St Go Bds 5% [0.18%]
Houston Tex Higher Ed Fin Corp Rev 0.41% [0.17%]
North Tex Twy Auth 5.75% [0.17%]
Click here for Stock Holding Change Map in Vanguard Interm-Term Tx-Ex Inv Fund (VWITX)

  

Latest News on Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

See what is happening with Vanguard Interm-Term Tx-Ex Inv Fund (VWITX)

 

Vanguard Interm-Term Tx-Ex Inv Fund (VWITX) Related ResourcesSee more information on Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

Popular pages on Vanguard Interm-Term Tx-Ex Inv (VWITX) Fund

  

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