|Expense Ratio (net)||0.17%|
|Category||Muni National Short|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (3Y Monthly)||0.43|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Aug 31, 1987|
For retired investors in tax-deferred accounts, I've developed model bucket portfolios using Vanguard's lineup. In this portfolio series, tax efficiency takes center stage, with three bucket retirement portfolios geared toward Vanguard investors' taxable accounts. When investing inside of taxable accounts (that is, non-tax-advantaged retirement accounts), sensibly employing a few basic investment types can help limit taxable capital gains and taxable income distributions on an ongoing basis.
Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers' taxable accounts.