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

14.15
Net Asset Value
-0.07%
1 Day
+3.13%
Year-to-Date
Overall Morningstar Rating
Muni national interm
Style or Category
No Load
Sales Expenses
0.20%
Expense Ratio
Average
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.

Performance

1 month+0.40% 3 years+4.50%
3 months+1.34% 5 years+4.85%
1 year+6.66% Since inception+5.64%
Data through --

Peer Comparisonvs. Muni national interm

 VWITXCategory
Performance 5-yr return+4.85%+4.96%
Expense ratio0.20%0.83%
Risk 5 year sharpe ratio1.271.22
Net assets$37.4B$1.5B
Average market cap----
Average P/E----
Portfolio turnover16%16%

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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--

Holdings

Fixed income96.73%
Cash3.27%
U.S. stock0.00%
International stock0.00%
Other0.00%
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%0.26%
-- California St Go Bds 5%0.24%
-- North Tex Twy Auth 5.75%0.23%
-- Massachusetts St G.O Bds 5.5%0.23%
-- Texas St Pub Fin Auth 5%0.22%
-- Golden St Tob Securitization C Toba 4.5%0.22%
-- New York N Y Go Bds0.22%
-- Chicago Ill Brd Ed Ctfs0.21%
-- Houston Tex Higher Ed Fin Corp Rev Ref B0.21%
-- New York N Y City Mun Wtr Fin Rev Bds0.21%

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