VWITX - Vanguard Interm-Term Tx-Ex Inv

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.02
+0.01 (+0.07%)
At close: 8:00PM EST
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Previous Close14.01
YTD Return0.82%
Expense Ratio (net)0.00%
CategoryMuni National Interm
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAverage
Sustainability RatingN/A
Net Assets60.68B
Beta (3Y Monthly)0.90
Yield2.79%
5y Average ReturnN/A
Holdings Turnover15.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateSep 1, 1977
  • Morningstar5 months ago

    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.

  • Morningstar5 months ago

    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.

  • Morningstar5 months ago

    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.

  • Morningstar11 months ago

    A Checklist for Muni Bond Investors

    Six considerations for those considering an investment in municipal bonds.