Is Vwitx a good fund?
Overall, Vanguard Intermediate-Term Tax-Exempt Investor ( VWITX ) has a neutral Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, better downside risk, and lower fees, this fund looks like a somewhat average choice for investors right now.
Is Vwitx tax-exempt?
About VWITX Interest from munis are exempt from federal taxes but generally not from state income taxes. The fund invests in high-quality municipal bonds and has a predictable duration profile of about 5–6 years.”
Does Vwitx have an ETF?
In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund VWITX….National Munis ETFs.
| Symbol | MUB |
|---|---|
| ETF Name | iShares National Muni Bond ETF |
| Assets | $24,562,900.00 |
| YTD | 1.06% |
| Expense Ratio | 0.07% |
Is Vwitx a mutual fund?
VWITX carries a Zacks Mutual Fund Rank of 3 (Hold), which is based on nine forecasting factors like size, cost, and past performance.
Which Vanguard Dividend Fund is best?
8 top dividend index funds
| Fund | Dividend Yield | Expense Ratio |
|---|---|---|
| Vanguard High Dividend Yield ETF (NYSEMKT:VYM) | 4.53% | 0.06% |
| Vanguard Dividend Appreciation Index ETF (NYSEMKT:VIG) | 1.67% | 0.06% |
| iShares Core Dividend Growth ETF (NYSEMKT:DGRO) | 2.10% | 0.08% |
| Vanguard Real Estate ETF (NYSEMKT:VNQ) | 2.76% | 0.12% |
Is Vanguard Tax Free?
A Stocks and Shares ISA is an account that lets you invest free from capital gains and income tax. With a Vanguard fund you get access to hundreds or thousands of bonds or shares in one package.
Does Vanguard accept tax-exempt funds?
The fund’s investment objective is to seek to provide current income that is exempt from both federal and California personal income taxes….Fund facts.
| Asset class | Long-Term Bond |
|---|---|
| Fund advisor | Vanguard Fixed Income Group |
Is Vwitx actively managed?
The Fixed Income Group offers actively managed investments in U.S. Treasury, corporate, and tax-exempt securities, as well as passively managed index portfolios. The group has advised Vanguard Intermediate-Term Tax-Exempt Fund since 1981.
Is Vwilx a mutual fund?
Also available at a lower minimum as an Investor Shares mutual fund.
Is vwitx a tax exempt fund?
About VWITX. The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar’s muni national intermediate category. Municipal bonds are issued by states and municipalities to finance a variety of needs and projects. Interest from munis are exempt from federal taxes but generally not from state income taxes.
What is Morningstar analysis section?
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Will VWITX outperform in future?
When did Vanguard’s first index fund launch?
The fund launched in September 1997. Parent company Vanguard is the largest mutual fund provider in the U.S. and offers a wide array of mutual funds and ETFs. Vanguard’s trademark is low-cost index products but the company also offers many actively managed funds.
How does Morningstar perform compared to its peers and peers?
Morningstar deems the level of return above average compared to its peers for the corresponding periods. The fund has returned 3.02 percent over the past year, 4.91 percent over the past three years, 3.08 percent over the past five years and 3.76 percent over the past decade. The fund launched in September 1997.