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Mutual Fund Insights: Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

In-depth Analysis of Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

Mutual fund chart: Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

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See Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) performance details as of January 31, 2010

Last Trade: $13.61 on 3/18/2010, Change: 0.00 (0%)

Fund Manager - Michael G. Kobs

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

Kobs is a portfolio manager with the Vanguard Group. He 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 Interm-Term Tx-Ex Adm Fund (VWIUX)

Data for Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) as of January 31, 2010

Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has good mid-term performance (3-year return 4.77% vs 4.03% Muni National Interm category average)
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has good Long-term performance (5-year return 4.05% vs 3.40% Muni National Interm category average)
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) ratio of up-years vs down years is greater than 2
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has a Morningstar rating of 4 and above
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has an annual stock turnover rate of 19.00% vs Muni National Interm average of 37.44%. It is good that Vanguard Interm-Term Tx-Ex Adm management does not trade extensively for its return.
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has a lower management fee than its Muni National Interm average: 0.12% vs 0.90%
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

Data for Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) as of January 31, 2010

Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) management has been with Vanguard Interm-Term Tx-Ex Adm Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) has a less-than-ideal short-term performance (1-year return 6.91% vs 7.83% Muni National Interm category average)
Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.41 that is higher than category average of 5.4

See Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) performance details as of January 31, 2010

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Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) Net Asset

Track net asset change of Vanguard Interm-Term Tx-Ex Adm fund (VWIUX)

Date	Net Asset
01/2010	$19.47B
11/2009	$18.91B
10/2009	$18.25B

More historic net asset information on Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) Portfolio Allocation

Track portfolio allocation change of Vanguard Interm-Term Tx-Ex Adm fund (VWIUX)

Date	Cash	Stock	Bond	Other
09/2009	2.8%	0%	97.2%	0%
07/2009	2.18%	0%	97.82%	0%
06/2009	1.98%	0%	97.98%	0.04%

Click here to see more historic asset allocation information on Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

Most Recent Top 10 Holdings in Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

Discover what Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX) manager is buying

30-Sep-09

CMT MUNICIPAL RATE 4.01% [0.86%]
California St Econ Recover Econ Reco 5% [0.61%]
California St Econ Recover Econ Reco 5% [0.6%]
Golden St Tob Securitization C Ass 6.25% [0.41%]
New Jersey Econ Dev Auth 5.5% [0.36%]
Golden St Tob Securitization C Ass 6.75% [0.36%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.35%]
Massachusetts St G.O Bds 5.5% [0.35%]
VALDEZ ALASKA MARINE TERM REV VAR REF R [0.34%]
California St Go Bds 5.75% [0.33%]

31-Jul-09

CMT MUNICIPAL RATE 4.01% [0.79%]
California St Econ Recover Econ Reco 5% [0.66%]
California St Econ Recover Econ Reco 5% [0.66%]
Golden St Tob Securitization C Ass 6.25% [0.45%]
Golden St Tob Securitization C Ass 6.75% [0.4%]
Massachusetts St G.O Bds 5.5% [0.38%]
New Jersey Econ Dev Auth 5.5% [0.37%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.36%]
California St Go Bds 5.75% [0.34%]
North Tex Twy Auth 5.75% [0.32%]

30-Jun-09

CMT MUNICIPAL RATE 4.01% [0.85%]
California St Econ Recover Econ Reco 5% [0.7%]
California St Econ Recover Econ Reco 5% [0.69%]
Golden St Tob Securitization C Ass 6.25% [0.46%]
Golden St Tob Securitization C Ass 6.75% [0.41%]
Massachusetts St G.O Bds 5.5% [0.39%]
New Jersey Econ Dev Auth 5.5% [0.38%]
New Jersey St Transn Tr Fd Aut Tran 5.5% [0.36%]
California St Go Bds 5.75% [0.34%]
North Tex Twy Auth 5.75% [0.33%]

Click here for Stock Holding Change Map in Vanguard Interm-Term Tx-Ex Adm Fund (VWIUX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.