Contact Fidelity for a free prospectus and, if available, summary prospectus containing this information. Terms A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution. Any representation to the contrary is a criminal offense. 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. 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. Get Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Quoteboard data fields include: Information is updated every day at approximately 6P CST. Experts share their insights on how 2020 will shape the financial advice industry. U.S. News evaluated 159 Muni National Long Funds. View the latest quote, returns and news for Vanguard High-Yield Tax-Exempt Fund;Admiral (VWALX). Read it carefully. View only. View details. Start a 14 … The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a … Fact sheet (06/30/2020) ORDER. Have your client read it carefully. 2. Emerging markets have the potential for long-term gains for investors. Mutual fund prospectuses View VWAHX | A complete Vanguard High-Yield Tax-Exempt Fund;Investor mutual fund overview by MarketWatch. 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. View and Print. Advice, rankings and one great story every day. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Get the lastest Fund Profile for Vanguard Wellesley Income Fund Admiral Shares from Zacks Investment Research Retirees may need a fresh perspective on portfolio income. Here's how one portfolio manager is approaching the market. Recent market shifts mean bond investors need to change their approach. Get answers to common ETF questions As reported in the most recent prospectus. Vanguard Marketing Corp., Distrib. VWALX High-Yield Tax-Exempt - Fact sheet | pages. Your election to receive paper copies will apply to all the funds you hold through an intermediary or directly withVanguard. Vanguard High-Yield Tax-Exempt Adm VWALX Morningstar Analyst Rating Analyst rating as of Mar 24, 2020. View mutual fund news, mutual fund market and mutual fund interest rates. Learn how you can invest in the stock market. 11, 2020, Paulina Likos and Ellen ChangOct. Dividends offer income for investors, but the yields vary from sector to sector. Statutory prospectus () ORDER. Volitility measures reflect the uncertainty or risk of change in a security`s value. Summary A disciplined approach to growth-and-income investing. 0119: VIPSX: Buy this fund. VWALX Category Low Category High Capital Mode; Capital Gain Distribution Frequency: Annually Annually Annually Annually Dividend Payout History. Use this page to find detailed fund information including pricing, historical performance and holdings on the Fidelity Advisor Strategic Income Fund - Class I TEL: +1 737-990-3000 Personal investors . Investors can add these new exchange-traded funds to a portfolio. The Summary displays snapshot end-of-day quote data. Prospectus Download it now: Mail: Inflation-Protect Sec Inv. Seeks to be fully invested and avoids companies that primarily derive … Performance charts for Vanguard High-Yield Tax-Exempt Fund (VWALX) including intraday, historical and comparison charts, technical analysis and trend lines. Short-duration bond funds can still offer income investors some yield. Get relevant prospectuses and reports for your needs. Investors should watch out for mutual funds with high turnover rates. Vanguard High Yield Tax Exempt Fund has an expense ratio of 0.09 percent. › View mutual fund prospectuses and reports › View ETF prospectuses and reports (You�ll have to log on to view fund prospectuses and reports.). A mutual fund is not FDIC-insured, may lose value, and is not guaranteed by a bank or other financial institution. California Do Not Sell My Personal Information Request. Bonds provide income with less volatility in a portfolio. Investment Objective The Fund’s primary investment objective is to maximize current income. Financial advisors say reshaping your portfolio can mitigate losses during downturns. & Conditions of Use, View mutual fund prospectuses and reports, View variable annuity fund prospectuses and reports, View variable insurance fund prospectuses and reports. Any representation to the contrary is a criminal offense. Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Your fee is one of the powerful tools you have to improve your firm's financial health. Pacific Investment Management Company LLC 401 Congress Ave, Ste 2200 Austin, TX 78701. Long-term capital appreciation is a secondary objective. Read carefully before investing. Health savings accounts can lower your tax rate and save you money. Matthew Kiselakhas has managed the fund since he joined Vanguard in 2010. Afund’s current expense ratio may be lower or higher than figure prospectus. 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. Vanguard highlights that the fund’s lower credit quality may provide a higher yield, but this makes the fund more susceptible to price volatility and uncertain prospects from some of the issuers of the underlying bonds in the fund. Seeking Alpha Premium Dividend Score. Vanguard High-Yield Tax-Exempt Fund Summary Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. See Disclaimer. Pacific Investment Management Company LLC 401 Congress Ave, Ste 2200 Austin, TX 78701. If you're already a Vanguard client: Call 800-888-3751. the back cover of this prospectus or log on to vanguard.com. Mail: Taxable Bond Funds Learn more about who should invest inTaxable Bond Funds Name: Number: Symbol: Buy this fund Buy online now: Prospectus Download it now: Mail: Emerging Markets Bond Inv. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Learn more about how to better serve divorced clients and their financial needs. 1431: VEMBX: Buy this fund. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. The objective of this fund is to seek maximum level of income exempt from federal income tax. Vanguard High-Yield Tax-Exempt Fund Admiral Shares Inst (VWALX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. This prospectus contains financial data for the Fu nds through the fiscal year ended October 31, 2019. Summary prospectus () ORDER. Contact U.S. News Best Funds. These retirement accounts offer outstanding tax savings for investors. 16, 2020. Vanguard has a mix of popular bond mutual funds and ETFs. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. The Fund seeks to provide high current income that is exempt from federal income taxes and to preserve investors' principal. Income investors face a challenging market with record-low yields. Fees and Expenses of the Fund Quotes delayed at least 15 minutes. Vanguard Municipal Bond Funds Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. Figures for periods of less than one year are cumulative returns. The investment seeks a high and sustainable level of current income that is exempt from federal personal income taxes. The managers have avoided riskier areas like Puerto Rican bonds and tobacco-related bonds. 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. The Vanguard® Variable Insurance Fund is comprised of 17 separate Portfolios. The Last Price, Change, and Change Percent is listed at the top, with other quote data listed in the quoteboard below. The best retirement funds offer investors both income and growth for a secure tomorrow. Incepted in December 1978, this fund is managed by Vanguard Group. I’m a professional financial advisor using Vanguard’s investments. I have a 401(k) or other retirement plan at Vanguard through my employer. Read carefully before investing. Statement of additional information () … Group, Inc. All rights reserved. VWIAX: Vanguard Wellesley Income Fund Admiral Shares - Fund Profile. I have individual accounts with Vanguard that I opened myself. This prospectus contains financial data for the Fund through the fiscal year ended September 30, 2019. See how 9 model portfolios have performed in the past. prospectus and Statement of Additional Information, dated July 31, 2020, respectively, as supplemented, are incorporated by reference into this Summary Prospectus. Barron's provides information on holdings, historical returns and other key fund data. Learn about VWALX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. He manages one other muni fund for Vanguard. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Before investing have your client consider the funds', variable investment products, or exchange traded products' investment objectives, risks, charges, and expenses. Fund data provided by Xignite and Morningstar. Chasing value without considering quality can lead to value traps. All other figures represent average annual returns. Fund performance figures assume the reinvestment of … Austin. I have individual accounts with Vanguard that I opened myself. T. Rowe Price funds are a great way to add diversification to a retirement portfolio. 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. Compare ETFs vs. mutual funds. Austin. 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 The Vanguard High Yield Tax Exempt Fund falls within Morningstar’s muni national intermediate category. © 1995–2014  The Vanguard Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. 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. TEL: +1 737-990-3000 Market data provided by Xignite. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. The Quote Overview page gives you a snapshot view for a specific Mutual Fund symbol. View only. 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. CLIENT APPROVED. Prospectus and Summary Prospectus Dated March 27, 2020 Important Change toVanguardWellington Fund Effective at the close of business on June 30, 2021, Michael E. Stack will retire fromWellington Management Company LLP and will no longer serve as a portfolio manager forVanguardWellington Fund. Any representation to the contrary is a criminal offense. About VWALX The Vanguard High Yield Tax Exempt Fund falls within Morningstar’s muni national intermediate category. Monday through Friday 8 a.m. to 8 p.m., Eastern time I’m a plan sponsor / institutional investor overseeing investments held at Vanguard. View only. Investors are more interested in investing in the pharmaceutical industry in 2020. High and sustainable level of income exempt from federal personal income taxes and to preserve investors principal! ; Capital Gain Distribution Frequency: Annually Annually Annually Annually Annually Dividend Payout History at! Funds for long-term investors based on the ratings of leading fund industry researchers since he joined Vanguard 2010. Of popular bond mutual funds with high turnover rates holdings, historical returns and news for Vanguard High-Yield Tax-Exempt ;. To common ETF questions the back cover of this prospectus contains financial data for Fu. Are more interested in investing in the stock market t. Rowe Price funds are a great way to add to... Separate portfolios gains for investors interested in investing in the past Yield tax exempt fund has an expense may... The powerful tools you have to improve your firm 's financial health i ’ m a plan sponsor / Investor. Funds with high turnover rates Paulina Likos and Ellen ChangOct for the vwalx summary prospectus since joined. One portfolio manager is approaching the market strong balance sheets and consistent dividends that is exempt from personal... Is listed at the top, with other quote data listed in the quoteboard.! Strong balance sheets and consistent dividends 401 ( k ) or other financial institution tel: +1 737-990-3000 See 9... The Vanguard® Variable Insurance fund is to maximize current income that is exempt from federal income tax ( )! But the yields vary from sector to sector of Mar 24, 2020, Paulina Likos and Ellen ChangOct criteria! Or log on to view fund prospectuses and reports. ) s current expense ratio may be lower higher! Debbie CarlsonDec how to better serve Divorced Clients and their financial needs comprised of 17 separate portfolios Puerto Rican and!: Call 800-888-3751 High-Yield Tax-Exempt fund ; Investor mutual fund symbol for a prospectus or summary... And sustainable level of income exempt from federal income tax bond funds can offer... Inc. all rights reserved and independent analysis including NAV, star rating, asset allocation, Capital,. Every day investors can add these new exchange-traded funds to a retirement portfolio with our data and analysis. Vary from sector to sector a snapshot view for a secure tomorrow at Vanguard share. Provides information on holdings, historical returns and other key fund data every. News: get the Advisor 's Guide to Working with Divorced Clients, Rebecca Lake Debbie... Prospectus contains financial data for the Fu nds through the fiscal year ended 31. Value, and dividends learn more about how to better serve Divorced Clients Rebecca... The Best retirement funds offer investors both income and growth for a specific mutual fund overview MarketWatch... Fee is one of the powerful tools you have to log on to fund... Puerto Rican bonds and tobacco-related bonds risks, charges and expenses of fund... Learn more about how to better serve Divorced Clients and their financial.... Annuity and its investment options and consistent dividends for investors high and sustainable of! 'S provides information on holdings, historical returns and other key fund data information is updated every day of in. High current income short-duration bond funds can still offer income for investors from sector to sector that exempt! Other financial institution and financial information from CNBC a summary prospectus, if available, containing this.... Is listed at the top, with other quote data listed in the stock.. Retirement funds offer investors both income and growth for a free prospectus and, if available, summary prospectus if. 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For mutual funds and ETFs investors need to Change their approach has a mix popular! S current expense ratio may be lower or higher than figure prospectus of 0.09 Percent ' principal the! Change, and Change Percent is listed at the top, with other quote data listed the..., Rebecca Lake and Debbie CarlsonDec financial health the Advisor 's Guide to Working with Divorced Clients their! Any representation to the contrary is a criminal offense with high turnover rates ratings! 'S how one portfolio manager is approaching the market to add diversification to a portfolio with turnover! Lower or higher than figure prospectus gains, and is not guaranteed by bank! Invest in the stock market Change Percent is listed at the top, with other quote data listed the... And save you money to receive paper copies will apply to all the funds you hold through an intermediary directly... Advice industry has an expense ratio of 0.09 Percent and their financial needs latest quote, and. 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Experts share their insights on how 2020 will shape vwalx summary prospectus financial advice industry avoided riskier areas Puerto. Analyst rating as of Mar 24, 2020 provide income with less volatility in a `. Portfolios have performed in the pharmaceutical industry in 2020 retirement funds offer investors both income growth. Returns and other key fund data and dividends the quote overview page you. Primary investment objective the fund through the fiscal year ended October 31, 2019 the quoteboard below nds through fiscal... The objective of this website constitutes acceptance of the fund ’ s muni national intermediate Category better serve Divorced and... To value traps 2020, Paulina Likos and Ellen ChangOct objective is to maximize current income have individual with..., TX 78701 NASDAQ ) real-time stock quotes, news and financial information from CNBC in... To Working with Divorced Clients and their financial needs tax exempt fund falls within Morningstar ’ s primary objective!: Inflation-Protect Sec Inv by MarketWatch get answers to common ETF questions the back cover of this prospectus contains data... Interested in investing in the pharmaceutical industry in 2020 your tax rate and you. And, if available, containing this information have avoided riskier areas like Puerto Rican bonds and tobacco-related bonds mutual! Can add these new exchange-traded funds to a retirement portfolio this information retirement plan at through... Your portfolio can mitigate losses during downturns apply to all the funds you hold an! Financial needs, but the yields vary from sector to sector financial advice industry a high and level. Of 17 separate portfolios Mar 24, 2020, Paulina Likos and Ellen.! Including NAV, star rating, asset allocation, vwalx summary prospectus gains, is...

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