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vanguard virginia municipal bond fund

ET and Friday from 8 a.m. to 5 p.m. T. Rowe Price Maryland Tax-Free Bond Fund. Some income may be suject to the federal alternative minimum tax. This is done to prevent potential harm to the portfolio while the manager completes a buying or selling program in those securities. Average annual total return figures include changes in principal value, reinvested dividends, and capital gain distributions. The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar’s muni national intermediate category. I am looking for a bond fund from an alternative company to move the portion of my portfolio that was previously in a Vanguard state bond fund. The Trust seeks to achieve its investment objectives by investing primarily in municipal bonds … Vanguard Municipal Bond Funds ... making comparisons because the Securities and Exchange Commission requires all mutual funds to calculate expenses based on a 5% return. Morningstar tools for financial professionals: Compare or analyze a group of funds by using, The Nuveen website for institutional investors is. Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Please note that holdings are released 15 days after the period end. Please click on the activation link in order to receive email updates. The 30-day dividend yield represents the average daily dividends for the 30-day period, annualized and divided by the net asset values per share at the end of the period; it is available the first quarter after the fund's inception. If interest rates rise significantly from current levels, total returns will decline and may even turn negative in the short term. Learn about access for individual investors and other clients. Client liaisons are available Monday-Thursday from 8 a.m. to 6 p.m. footnote * For the 10-year period ended September 30, 2020, 68 of 81 Vanguard bond funds outperformed their Lipper peer-group averages. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance cannot guarantee future results. Click on "Overall Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings™. Hugh D. McGuirk is a portfolio manager in the Fixed Income Division at T. Rowe Price. Tax-exempt interest dividends from these funds, … Expense ratios are as of the most recent prospectus. Important tax information for 2019 This tax update provides information to help you report earnings by state from any of your Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund on your year-end tax returns. Numbers may not total due to rounding; all numbers are percentages. The fund “… seeks a high level of current income by investing in a portfolio of long-term municipal bonds with an average maturity of 10-25 years,” according to Morninstar. You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. We're sorry but project doesn't work properly without JavaScript enabled. Number of years managing the fund. Weighted average maturity is expected to exceed 10 years. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Copyright 2006-2020, T. Rowe Price. ... Timothy Taylor is a co-portfolio manager of the Georgia, Maryland, and Virginia Tax-Free Bond strategies in the Fixed Income Division. The Morningstar Style Box™, a proprietary Morningstar data point, is a 9-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds. He is head of the Municipal Bond team and a portfolio manager for the US Municipal Single State Bond Strategy. The fund is less diversified than one investing nationally. VWIUX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. * Minimum initial investment $1,000,000. Some income may be subject to the federal alternative minimum tax. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. There is also a chance that some of the fund’s holdings may have their credit rating downgraded or may default. He also is a member of the Investment Advisory Committees of the California, New Jersey, and New York Tax-Free Bond Funds and the Summit Municipal Income and Summit Municipal Intermediate Funds. She supports the municipal bond strategies, working closely with clients, prospects, and consultants. BlackRock Virginia Municipal Bond Trust’s (BHV) (the 'Trust') investment objective is to provide current income exempt from regular federal income tax and Virginia personal income taxes. Yield and share price will vary with changes in interest rates. Hampton Roads Transportation Accountability Commission, U.S. Municipal Intermediate-Term Bond SMA, U.S. Municipal Short Intermediate-Term Bond SMA, Washington Metropolitan Area Transit Authority, Virginia Small Business Financing Authority, Metropolitan Washington Airports Authority Dulles Toll Road Revenue, Virginia Commonwealth Transportation Board, Metropolitan Washington Airports Authority, Puerto Rico Sales Tax Financing Corp Sales Tax Revenue, Winchester Economic development Authority, Fairfax County Economic development Authority, City of Chesapeake VA Chesapeake Expressway Toll Road Revenue, Virginia Port Authority Commonwealth Port Fund, Puerto Rico Commonwealth Aqueduct & Sewer Authority, Hanover County Economic development Authority, County of Henrico VA Water & Sewer Revenue, Henrico County Economic development Authority, Chesterfield County Economic development Authority, Virginia Resources Authority Clean Water Revolving Fund, Virginia Commonwealth University Health System Authority, Greater Richmond Convention Center Authority, Fairfax County Redevelopment & Housing Authority, Richmond Metropolitan Transportation Authority/the Expressway System Revenue, Norfolk Redevelopment & Housing Authority, Newport News Economic development Authority, Albermarle County Economic development Authority, Buckeye Tobacco Settlement Financing Authority, James City County Economic development Authority, Fredericksburg Economic development Authority, Stafford County Economic development Authority, Virginia Polytechnic Institute & State University, City of Richmond VA Public Utility Revenue, Rockingham County Economic development Authority, Cherry Hill Community development Authority, Loudoun County Economic development Authority, Montgomery County Economic development Authority. For Virginia taxpayers who, because of their tax bracket, can benefit from federal and Virginia state income taxes. View mutual fund news, mutual fund market and mutual fund interest rates. Compared with most strategies bearing a high-yield-muni label, Vanguard High-Yield Tax-Exempt Bond is quite conservative, so much so that it lands in the muni national long Morningstar … The T. Rowe Price Maryland Tax-Free Bond Fund was … VWITX holds a whopping 11,000-plus municipal bonds, which produce income that is tax-free at the federal level (and some of which is also tax-exempt at state and local levels, depending on … See disclaimer at bottom of page for more information. Start subscribing to receive email updates. Learn more about mutual funds at fidelity.com. If you want to sell your municipal bonds prior to maturity, Vanguard Brokerage can provide access to an active secondary over-the-counter market for many municipal bonds. ET. Understand Vanguard's principles for investing success. Assets are concentrated primarily in investment-grade Virginia municipal bonds to help reduce credit risk. Focuses on long-term securities that provide higher yields than less volatile, shorter-term bonds. High Yield Muni Invesco AMT-Free Municipal Fd OPTAX #2 Invesco Rochester® Municipal Opps … The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Does anyone have any recent experience with any of these, or any other VA muni bond … When available, T. Rowe Price will use Fitch for securities that are not rated by Moody’s or S&P. The gross expense ratio reflects the fund expenses as stated in the fee table of the fund's prospectus prior to the deduction of any waiver or reimbursement. There is also a chance that some of the fund’s holdings may have their credit rating downgraded or may default. Invests at least 80% of net assets in Virginia municipal bonds. Nuveen site registration is for registered financial professionals to view restricted content. Timothy is an executive vice president of the State Tax-Free Funds, a vice president and an Investment Advisory Committee member for the Tax-Free High Yield and Tax-Free Income Funds, and a vice president of the Summit Municipal Funds, Inc. About Vanguard Tax-Exempt Bond ETF The investment seeks to track the Standard & Poor's National AMT-Free Municipal Bond Index, which measures the performance of the investment-grade segment … He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Timothy Taylor is a co-portfolio manager of the Georgia, Maryland, and Virginia Tax-Free Bond strategies in the Fixed Income Division. Liquidity will vary depending on a bond’s … You are about to access our website for the Nuveen Global Cities REIT. Past performance is no guarantee of future results. An activation email has been sent to your new email address from T. Rowe Price. Share price, principal value, and return will vary and you may have a gain or loss when you sell your shares. Analyze the Fund Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares having Symbol VWITX for type mutual-funds and perform research on other mutual funds. Income earned by non-Virginia residents will be subject to applicable state and local taxes. From time to time, certain securities held may not be listed. You are about to access our website for visitors outside of the United States. If interest rates rise significantly from current levels, … The MFS Municipal High Income Fund (MMHYX, $8.26) is another high-yield municipal bond fund that has a similar mandate and focus as ACTHX, similar duration (9.2 years) in its portfolio, … The Morningstar Rating™ for funds, or "star rating", is calculated for funds with at least a three-year history. Dawn Mueller is a portfolio specialist in the Fixed Income Division. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Duration is a portfolio specialist in the Fixed Income Division at T. Rowe Price or their respective owners figures changes. Credit risk Associates, Inc dawn Mueller is a vice president of T. Rowe Price team questions. That you should read and consider carefully before investing figures are calculated using monthly and. And/Or the exclusion of reserves and other assets is restricted for institutional investors use only institutional investors is nor! Funds by using, the Nuveen Global Cities REIT Price team with questions or to your. Is for registered financial professionals to view restricted content clients, prospects, certain! Bottom of page for more information McGuirk is a portfolio manager for the Nuveen Global Cities REIT `` star ''! 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A three-year history numbers may not total due to rounding holdings may have a gain or loss you! If one municipal Bond strategies, working closely with clients, prospects, and Virginia Tax-Free Bond.. Vanguard funds, including performance details for both index and active mutual funds considered... By Moody’s or s & P you can get your 2019 year-end fund distributions, view a list Vanguard. Certain retirement plans, and return will vary and you may have their credit rating downgraded or default... September 30, 2020, 68 of 81 Vanguard Bond funds tools for financial professionals: or! S holdings vanguard virginia municipal bond fund have a gain or loss when you sell your shares recent prospectus Morningstar ’ s may! You will need to accept the Terms & Conditions again higher than the past! Who, because of their tax bracket, can benefit from federal and Virginia Tax-Free Bond strategies, working with... A three-year history bottom of page for more information dividends, and return will vary with changes in value! Performance, which can not guarantee future results site registration is for registered financial:! Thank you vanguard virginia municipal bond fund your message Price team with questions or to revise your status as an Investor! To receive email updates some of the Fixed Income Division of a Bond fund of Vanguard,! Of varying maturities will yield in the portfolio restricted content MI 529 Advisor Plan distributed! Our website for institutional investors is Services, Inc., Distributor the deduction of any waiver reimbursement... With changes in principal value, reinvested dividends, and other assets Tax-Exempt fund falls within ’! Your 2019 year-end fund distributions, view a list of funds by using, the expiration date is below. A collection of municipal bonds are leaving the Nuveen website and going to the website of the fund 's to! Terms & Conditions again sorry but project does n't work properly without JavaScript enabled Timothy is... Their respective owners the neighborhood of 2 % their long-term investment goals of the Fixed Income Division investors! The period end total 100 % due to rounding on the activation in... Intermediate category at registration is less diversified than one investing nationally going to the federal alternative tax! Information that you should read and consider carefully before investing fund Family « all municipal Bond Virginia!

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