Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VWLUX Insights | VWLUX Score | VWLUX Performance | VWLUX News | VWLUX Allocation | VWLUX Holdings Change

Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

    Last Trade: $11.69 on 8/21/2017, Change: +0.01 (0.09%)

 

Graph of Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) ManagerFund Manager - Mathew M. Kiselak

Fund Manager Information

Fund Manager Tenure: 7.1 years
Similar Funds: VWLTX 
Fund Family: Vanguard
Fund Category: Muni National Long
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Kiselak is a director and senior portfolio manager of the Tax Exempt Fixed Income Unit of EIMC. He has been with Evergreen or one of its predecessors since 2000 and has over 19 years of investment experience.  Get more insights on Mathew M. Kiselak

 

Graph of Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) ProfileVanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Profile

Fund Profile and Description

Vanguard Long-Term Tax-Exempt Adm Fund seeks to provide a high and sustainable level of current income that is exempt from federal personal income taxes. Vanguard Long-Term Tax-Exempt Adm 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 Long-Term Tax-Exempt Adm Fund may invest the remaining 5% of assets in securities with lower credit ratings or that are unrated.

 

Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund Strength What we like about Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

Data for Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) as of May 30, 2016

  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) management has been with Vanguard Long-Term Tax-Exempt Adm Fund for 7.1 years
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has good short-term performance (1-year return 7.31% vs 5.73% Muni National Long category median performance)
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has good mid-term performance (3-year return 5.01% vs 3.84% Muni National Long category median performance)
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has good Long-term performance (5-year return 6.02% vs 5.50% Muni National Long category median performance)
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) ratio of up-years vs down years is greater than 2
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has an annual stock turnover rate of 18.00% vs Muni National Long average of 21.44%. It is good that Vanguard Long-Term Tax-Exempt Adm management does not trade extensively for its return.
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.88, lower than category average of 4.16
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) has a lower expense ratio than its Muni National Long average: 0.12% vs 0.86%
  • Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Weakness What we are cautious about Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

Data for Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) as of May 30, 2016

See Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)Compare with other top Muni National Long category mutual funds

Aadditional top Muni National Long mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Long-Term Tax-Exempt Adm3.327.315.016.02
Columbia AMT-Free Tax-Exempt Bond A (INTAX)3.116.984.916.56Compare
Nuveen All-American Municipal Bond I (FAARX)3.607.045.187.16Compare
T. Rowe Price Summit Municipal Inc (PRINX)3.126.564.576.13Compare

See top fund managers for Muni National Long Category Funds

 

Compare Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)Compare with Muni National Long category ETFs

Some Muni National Long ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Long Municipal ETF (MLN)000
SPDR Nuveen Barclays Municipal Bond ETF (TFI)000
Market Vectors CEF Municipal Income ETF (XMPT)000

 

Graph of Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Net Asset TrackingVanguard Long-Term Tax-Exempt Adm (VWLUX) Fund Net Asset

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

DateNet Asset
05/2016$10.00B
03/2016$9.69B
02/2016$9.51B
More historic net asset information on Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)

  

Graph of Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Portfolio TrackingVanguard Long-Term Tax-Exempt Adm (VWLUX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20160.49%0%99.51%0%
12/20150.7%0%99.3%0%
09/20150.71%0%99.29%0%
Click here to see more historic asset allocation information on Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)

 

graph of Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Top 10 Position TrackingTop 10 Holdings in Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

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

Mar 30, 2016
CMT MUNICIPAL RATE [1.83%]
California St Go Bds 6.5% [0.5%]
Texas Private Activity Bd Surf Sr Lie 7% [0.37%]
New Jersey St Tpk Auth 5.15% [0.37%]
Houston Tex Util Sys Rev For I Comb U 5% [0.36%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.35%]
Virginia Comwlth Transn Brd Tr Rev Bd 5% [0.35%]
Hudson Yds Infrasct Corp Senior Re 5.75% [0.34%]
Chicago Ill Pub Bldg Commn Bld Bldg 7% [0.33%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [0.33%]

Dec 30, 2015
CMT MUNICIPAL RATE [1.26%]
California St Go Bds 6.5% [0.53%]
Texas Private Activity Bd Surf Sr Lie 7% [0.39%]
New Jersey St Tpk Auth 5.15% [0.39%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.38%]
Hudson Yds Infrasct Corp Senior Re 5.75% [0.36%]
Virginia Comwlth Transn Brd Tr Rev Bd 5% [0.36%]
Chicago Ill Pub Bldg Commn Bld Bldg 7% [0.35%]
New York St Dorm Auth 5% [0.34%]
Pittsburgh & Allegheny Cnty Pa Var 0.08% [0.34%]

Sep 29, 2015
CMT MUNICIPAL RATE [1.19%]
California St Go Bds 6.5% [0.56%]
New Jersey St Tpk Auth 5.15% [0.41%]
Texas Private Activity Bd Surf Sr Lie 7% [0.4%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.38%]
Hudson Yds Infrasct Corp Senior Re 5.75% [0.37%]
Pittsburgh & Allegheny Cnty Pa Var 0.08% [0.37%]
Chicago Ill Pub Bldg Commn Bld Bldg 7% [0.37%]
Virginia Comwlth Transn Brd Tr Rev Bd 5% [0.37%]
New York St Dorm Auth 5% [0.35%]
Click here for Stock Holding Change Map in Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)

  

Latest News on Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

See what is happening with Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX)

    No recent news

 

Vanguard Long-Term Tax-Exempt Adm Fund (VWLUX) Related ResourcesSee more information on Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

Popular pages on Vanguard Long-Term Tax-Exempt Adm (VWLUX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update