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

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.03 (+0.21%)
As of 8:00PM EDT. Market open.
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Previous Close14.40
YTD Return6.92%
Expense Ratio (net)0.17%
CategoryMuni National Interm
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAverage
Sustainability RatingN/A
Net Assets70.68B
Beta (3Y Monthly)0.90
5y Average ReturnN/A
Holdings Turnover15.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateSep 1, 1977
  • Morningstar

    A Fine Balanced Strategy With a Tax-Friendly Focus

    Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Vanguard Tax-Managed Balanced's effective tax-management, seasoned managers, and low fees justify its Morningstar Analyst Rating of Gold. This balanced fund is essentially a combination of Silver-rated muni fund Vanguard Intermediate-Term Tax-Exempt VWITX and Gold-rated equity fund Vanguard Tax-Managed Capital Appreciation VTCIX .

  • Is VWITX a Strong Bond Fund Right Now?

    Is VWITX a Strong Bond Fund Right Now?

    MF Bond Report for VWITX

  • Morningstar

    3 Tax-Efficient Retirement Saver Portfolios for Minimalists

    Once you've made all of those 401(k) and IRA contributions, investing in a taxable account may be your only option. You'll also want to employ a taxable account if you expect to tap the account prior to retirement. Whereas tax-sheltered retirement-savings vehicles generally carry at least some strictures to pulling your money out early (save for withdrawals of Roth IRA contributions, which are always tax- and penalty-free), you can come and go as you please in a taxable account.

  • Morningstar

    3 Tax-Efficient Bucket Portfolios for Minimalist Retirees

    The classic minimalist portfolio consists of three funds: one broad-market U.S. stock index fund, one broad-market international-stock index fund, and a total bond market index fund. Such a portfolio, the likes of which I wrote about last week, is cheap, well-diversified, and low-maintenance.

  • Morningstar

    How Our Tax-Efficient Vanguard Retirement Saver Portfolios Have Performed

    Thanks to terrific gains from broadly diversified U.S. equity funds like Vanguard Tax-Managed Capital Apprecation, as well as the fact that the taxable portfolios contain slightly more equity exposure than the tax-deferred portfolios, the tax-efficient portfolios all gained more than the analogous tax-deferred Vanguard Retirement Saver portfolios. The tax-efficient portfolios also limited the drag of taxes.

  • Morningstar

    Tax-Efficient Saver Portfolios for Vanguard Investors

    The firm views tax costs as another line item that drags on investors' take-home returns, so it devotes research and educational efforts to matters of tax management. Many of its funds are designed with tax efficiency in mind. For example, the firm was an innovator in creating exchange-traded funds by making them share classes of already-existing index funds, a structure that enables shareholders in the firm's traditional index equity funds to enjoy tax efficiency on par with their ETF counterparts.

  • Morningstar

    Tax-Efficient Bucket Portfolios for Vanguard Investors

    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.