Health savings accounts can lower your tax rate and save you money. The Vanguard High Yield Tax Exempt Fund falls within Morningstar’s muni national intermediate category. 16, 2020. Performance charts for Vanguard High-Yield Tax-Exempt Fund (VWALX) including intraday, historical and comparison charts, technical analysis and trend lines. The fund attempts to provide competitive returns with some riskier muni bonds while overall taking on less risk than the average high-yield muni fund. Pacific Investment Management Company LLC 401 Congress Ave, Ste 2200 Austin, TX 78701. View and Print. The fund can serve as part of the fixed-income allocation in a portfolio, but is best suited for those seeking tax-free income who can take on a bit more risk. Find the latest Vanguard High-Yield Tax-Exempt (VWALX) stock quote, history, news and other vital information to help you with your stock trading and investing. Get answers to common ETF questions Figures for periods of less than one year are cumulative returns. View only. He manages one other muni fund for Vanguard. Statutory prospectus () ORDER. Long-term capital appreciation is a secondary objective. See Disclaimer. Summary A disciplined approach to growth-and-income investing. Bonds provide income with less volatility in a portfolio. Afund’s current expense ratio may be lower or higher than figure prospectus. Vanguard Wellesley®Income Fund Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. Vanguard High-Yield Tax-Exempt Adm VWALX Morningstar Analyst Rating Analyst rating as of Mar 24, 2020. Quotes delayed at least 15 minutes. the back cover of this prospectus or log on to vanguard.com. Personal investors . Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. As reported in the most recent prospectus. The Vanguard® Variable Insurance Fund is comprised of 17 separate Portfolios. Austin. Start a 14 … U.S. News evaluated 159 Muni National Long Funds. › View mutual fund prospectuses and reports › View ETF prospectuses and reports Fees and Expenses of the Fund Read carefully before investing. Date Amount; Jul 01, 2019 $0.034 Jun 03, 2019 $0.035 May 01, 2019 $0.034 Apr 01, 2019 $0.036 Mar 01, 2019 $0.032 Feb 01, 2019 $0.036 Jan 02, 2019 $0.036 Dec 03, 2018 $0.035 A prospectus, obtained by calling 800-669-3900 or by clicking on the prospectus link, contains this and other important information about an investment company. VWALX Category Low Category High Capital Mode; Capital Gain Distribution Frequency: Annually Annually Annually Annually Dividend Payout History. Volitility measures reflect the uncertainty or risk of change in a security`s value. The fund has returned 2.94 percent over the past year, 4.66 percent over the past three years, 4.64 percent over the past five years and 4.90 percent over the past decade. Before investing have your client consider the funds', variable investment products, or exchange traded products' investment objectives, risks, charges, and expenses. See how 9 model portfolios have performed in the past. Contact U.S. News Best Funds. Experts share their insights on how 2020 will shape the financial advice industry. Retirees may need a fresh perspective on portfolio income. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. All other figures represent average annual returns. Pacific Investment Management Company LLC 401 Congress Ave, Ste 2200 Austin, TX 78701. The investment seeks a high and sustainable level of current income that is exempt from federal personal income taxes. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Terms California Do Not Sell My Personal Information Request. Fund data provided by Xignite and Morningstar. Quoteboard data fields include: Get the lastest Fund Profile for Vanguard Wellesley Income Fund Admiral Shares from Zacks Investment Research CLIENT APPROVED. Use this page to find detailed fund information including pricing, historical performance and holdings on the Fidelity Advisor Strategic Income Fund - Class I 11, 2020, Paulina Likos and Ellen ChangOct. A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution. Austin. A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution. Group, Inc. All rights reserved. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. Vanguard High-Yield Tax-Exempt Fund Admiral Shares Inst (VWALX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. Have your client read it carefully. VWAHX | A complete Vanguard High-Yield Tax-Exempt Fund;Investor mutual fund overview by MarketWatch. I have a 401(k) or other retirement plan at Vanguard through my employer. I’m a professional financial advisor using Vanguard’s investments. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. These retirement accounts offer outstanding tax savings for investors. (You�ll have to log on to view fund prospectuses and reports.). prospectus and Statement of Additional Information, dated July 31, 2020, respectively, as supplemented, are incorporated by reference into this Summary Prospectus. The best retirement funds offer investors both income and growth for a secure tomorrow. Short-duration bond funds can still offer income investors some yield. 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