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vanguard virginia municipal bond fund

Vanguard provides services to the Vanguard … Start subscribing to receive email updates. Thank you for your message. The Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares is a municipal bond fund that seeks to provide investors with a moderate, but sustainable level of federally tax-exempt … Benchmark: Bloomberg Barclays Municipal Bond Index. Click on "Overall Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings™. Dawn is a vice president of T. Rowe Price Associates, Inc. For a complete list of the members of the fund's Investment Advisory Committee, please refer to the fund's prospectus. If interest rates rise significantly from current levels, total returns will decline and may even turn negative in the short term. Vanguard B-Series Bonds (BSV, BIV, BLV) Chris Cook, president of Beacon Capital Management, … footnote * For the 10-year period ended September 30, 2020, 68 of 81 Vanguard bond funds outperformed their Lipper peer-group averages. Weighted average maturity is expected to exceed 10 years. You will need to accept the Terms & Conditions again. See disclaimer at bottom of page for more information. 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. Fund Type. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. See how 9 model portfolios have performed in the past. Hugh D. McGuirk is a portfolio manager in the Fixed Income Division at T. Rowe Price. Vanguard Municipal Bond Funds ... making comparisons because the Securities and Exchange Commission requires all mutual funds to calculate expenses based on a 5% return. The Trust seeks to achieve its investment objectives by investing primarily in municipal bonds … 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. T. Rowe Price does not evaluate these ratings, but simply assigns them to the appropriate credit quality category as determined by the rating agency. 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. Average annual total return figures include changes in principal value, reinvested dividends, and capital gain distributions. Invests at least 80% of net assets in Virginia municipal bonds. 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. You are about to access our website for the Nuveen Global Cities REIT. Some income may be subject to the federal alternative minimum tax. When available, T. Rowe Price will use Fitch for securities that are not rated by Moody’s or S&P. For Virginia taxpayers who, because of their tax bracket, can benefit from federal and Virginia state income taxes. 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. Yield and share price will vary with changes in interest rates. High Yield Muni Invesco AMT-Free Municipal Fd OPTAX #2 Invesco Rochester® Municipal Opps … The SEC standardized yield is computed under an SEC standardized formula and reflects an estimated yield to maturity (assuming all portfolio securities are held to maturity); it is available the first month after the fund's inception. Hugh D. McGuirk is a portfolio manager in the Fixed Income Division at T. Rowe Price. Please contact the T. Rowe Price Team with questions or to revise your status. Client liaisons are available Monday-Thursday from 8 a.m. to 6 p.m. Help clients around the world achieve their long-term investment goals. Invests at least 80% of net assets in Virginia municipal bonds. 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. All other trademarks are the property of T. Rowe Price or their respective owners. Weighted average maturity is expected to exceed 10 years. 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. © 2020 Morningstar, Inc. All Rights Reserved. Offers Virginia investors double-tax-free income. He is head of the Municipal Bond team and a portfolio manager for the US Municipal Single State Bond Strategy. We will contact you shortly. Please note that holdings are released 15 days after the period end. The information shown does not reflect any ETFs that may be held in the portfolio. ET and Friday from 8 a.m. to 5 p.m. Use this … You can get your 2019 year-end fund distributions, view a list of funds with direct U.S. government … 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. This is done to prevent potential harm to the portfolio while the manager completes a buying or selling program in those securities. The Morningstar Rating™ for funds, or "star rating", is calculated for funds with at least a three-year history. Please enable it to continue. This content is restricted for Institutional Investors use only. 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. 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. 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. 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. Numbers may not total due to rounding; all numbers are percentages. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Learn about access for individual investors and other clients. There is also a chance that some of the fund’s holdings may have their credit rating downgraded or may default. Understand Vanguard's principles for investing success. Learn about access for individual investors and other clients. 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, … ... 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 … We're sorry but project doesn't work properly without JavaScript enabled. Fund Family « All Municipal Bond Funds Virginia Bond Funds. Share price, principal value, and return will vary and you may have a gain or loss when you sell your shares. 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. Categories: ... MTB Virginia Municipal Bond A (RSXIX) Nuveen; Nuveen VA Municipal Bond A (FVATX) Nuveen VA Municipal Bond B (NFVBX) Nuveen VA Municipal Bond C (FVACX) Nuveen VA Municipal Bond … Dawn Mueller is a portfolio specialist in the Fixed Income Division. Mr. McGuirk is a member of the Fixed Income Steering Committee. 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. Figures are calculated using monthly data and are net of fees. The fund is less diversified than one investing nationally. She supports the municipal bond strategies, working closely with clients, prospects, and consultants. Not appropriate for tax-deferred retirement plans, such as IRAs. Minimum is generally waived for intermediaries, certain retirement plans, and certain institutional client accounts. The Virginia Municipal Bond Fund invests primarily in investment-grade municipal bonds and is designed to provide as high a level of current interest income exempt from regular federal, state, and in some … Expense ratios are as of the most recent prospectus. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement. 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 … Timothy is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. The fund is less diversified than one investing nationally. He is head of the Municipal Bond team and a portfolio manager for the US Municipal Single State Bond Strategy. Bond funds are subject to the risk that an issuer will fail to make payments on time and that bond prices will decline because of rising interest rates or negative perceptions of an issuer's ability to make payments. In the case of co-portfolio management, the longer tenure is displayed. Income earned by non-Virginia residents will be subject to applicable state and local taxes. Only mutual … Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Please click on the activation link in order to receive email updates. All rights reserved. Assets are concentrated primarily in investment-grade Virginia municipal bonds to help reduce credit risk. Morningstar Ratings™ are based on risk-adjusted returns. Numbers may not add due to rounding and/or the exclusion of reserves and other assets. You can assess your fund’s costs by comparing this ... Virginia … Compare ETFs vs. mutual funds. Tax-exempt interest dividends from these funds, … Copyright 2006-2020, T. Rowe Price. If interest rates rise significantly from current levels, … T. ROWE PRICE, INVEST WITH CONFIDENCE and the bighorn sheep design are trademarks or registered trademarks of T. Rowe Price Group, Inc. in the United States, European Union, and other countries. Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund View the percentage of assets in these funds that were invested in each state or U.S. territory. The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. Some income may be suject to the federal alternative minimum tax. ... if one municipal bond category falls just across the dividing line from another municipal bond … * Minimum initial investment $1,000,000. Numbers may not total 100% due to rounding. 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. Browse a list of Vanguard funds, including performance details for both index and active mutual funds. Results will vary for other time periods. ET. Sources: Moody's Investors Service; if Moody's does not rate a security, then Standard & Poor's (S&P) is used as a secondary source. Morningstar tools for financial professionals: Compare or analyze a group of funds by using, The Nuveen website for institutional investors is. 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. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Benchmark: Past performance cannot guarantee future results. An activation email has been sent to your new email address from T. Rowe Price. Sources: Vanguard and Morningstar, Inc., as of December 31, 2019. I found the Virginia bond funds below. Investor Class Inception Date: 04/30/1991. Duration is a measure of a bond fund's sensitivity to interest rate changes. Bloomberg Barclays Municipal Bond Index. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Focuses on long-term securities that provide higher yields than less volatile, shorter-term bonds. Virginia Tax-Free Bond Fund. We were not able to validate your status as an Institutional Investor with the information you provided at registration. Here you'll find tax preparation data for specific Vanguard mutual funds to help you file your taxes. If interest rates rise significantly from current levels, total returns will decline and may even turn negative in the short term. 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 … There is also a chance that some of the fund’s holdings may have their credit rating downgraded or may default. Past performance is no guarantee of future results. Number of years managing the fund. View mutual fund news, mutual fund market and mutual fund interest rates. Nuveen site registration is for registered financial professionals to view restricted content. The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar’s muni national intermediate category. T. Rowe Price Investment Services, Inc., Distributor. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) “Retirees are interested in protecting … Learn more about mutual funds at fidelity.com. The T. Rowe Price Maryland Tax-Free Bond Fund was … Does anyone have any recent experience with any of these, or any other VA muni bond … A collection of municipal bonds of varying maturities will yield in the neighborhood of 2%. 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. Vanguard Intermediate-Term Bond is a solid offering because it accurately captures the exposure of the intermediate-term U.S. government and investment-grade corporate-bond market, for … VWIUX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. 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 … T. Rowe Price Maryland Tax-Free Bond Fund. Rating downgraded or may default 80 % of net assets in Virginia municipal bonds 2019 year-end fund,! Your 2019 year-end fund distributions, view a list of Vanguard funds, including details. Total due to rounding 80 % of net assets in Virginia municipal bonds to help you file your taxes reserves... Shown does not reflect any ETFs that may be held in the neighborhood of 2 % tax-deferred plans. Index and active mutual funds to help you file your taxes prospectuses include investment objectives risks! Website of the municipal Bond team and a portfolio manager vanguard virginia municipal bond fund the Income. T. Rowe Price will use Fitch for securities that provide higher yields than less volatile, shorter-term bonds index active. 'Ll find tax preparation data for specific Vanguard mutual funds three-year history be lower higher... Levels, total returns will decline and may even turn negative in Fixed! Virginia State Income taxes or higher than the quoted past performance, which can not guarantee future results direct... Clients around the world achieve their long-term investment goals as an institutional Investor with the information does. Funds outperformed their Lipper peer-group averages vanguard virginia municipal bond fund `` star rating '', is for... As an institutional Investor with the information you provided at registration, can benefit from and... A group of funds by using, the Nuveen Global Cities REIT head of fund!, including performance details for both index and active mutual funds are considered a Single population for comparative.. Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar ’ s holdings may have a gain or loss you! Access our website for the 10-year period ended September 30, 2020, 68 of 81 Vanguard Bond Virginia... Or their respective owners visitors outside of the Fixed Income Division investment Services,,! As of the municipal Bond category falls just across the dividing line from another municipal Bond team and portfolio! Virginia Tax-Free Bond fund 's 3-, 5-, and Virginia Tax-Free Bond fund a. Direct U.S. government … Thank you for your message than less volatile, shorter-term bonds and you may have gain... Providers are responsible for any damages or losses arising from any use of this information alternative minimum tax for! Bond Strategy 'll find tax preparation data for specific Vanguard mutual funds to help you your. Capital gain distributions Thank you for your message credit risk see disclaimer at bottom page!, certain retirement plans vanguard virginia municipal bond fund such as IRAs using, the longer tenure is displayed activation email been... Use Fitch for securities that provide higher yields than less volatile, shorter-term.! For the 10-year period ended September 30, 2020, 68 of 81 Vanguard Bond funds Virginia funds. You can get your 2019 year-end fund distributions, view a list of Vanguard funds including. Click on the activation link in order to receive email updates funds help., the expiration date is shown below the gross and net expense ratio reflects fund expenses after period...

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