Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX)

Net Asset Value
1 Day
Overall Morningstar Rating
Muni national interm
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. The fund has no limitations on the maturity of individual securities, but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization (NRSRO) (e.g., Aaa, Aa, and A by Moody's Investors Service, Inc.) or, if unrated, determined to be of comparable quality by the advisor.


1 month+1.42% 3 years+3.57%
3 months+1.58% 5 years+4.71%
1 year+6.49% Since inception+5.63%
Data through --

Peer Comparisonvs. Muni national interm

Performance 5-yr return+4.71%+4.25%
Expense ratio0.20%0.84%
Risk 5 year sharpe ratio1.271.16
Net assets$40.8B$1.7B
Average market cap--$12.1B
Average P/E--16.9
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJames D'Arcy / 1 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


Fixed income95.61%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- California St Go Bds 5.75%0.24%
-- California St Go Bds 5%0.23%
-- Univ Calif Revs For Prev Rev Bds 5%0.22%
-- Massachusetts St Go Bds 5%0.21%
-- Massachusetts St G.O Bds 5.5%0.21%
-- North Tex Twy Auth 5.75%0.20%
-- Texas St Pub Fin Auth 5%0.20%
-- Chicago Ill Brd Ed Ctfs0.19%
-- Houston Tex Higher Ed Fin Corp Rev Ref B0.19%
-- New York N Y City Mun Wtr Fin Rev Bds0.19%

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