They are exempt from federal tax, but only the amount that is from your home state, California, is exempt from state tax. Index. 0000007105 00000 n And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. 0000044214 00000 n We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. California Tax Credit Allocation Committee Lender Profile (LP) Form Electronic Filing Form 2022 OVERVIEW Welcome to the electronic Lender Profile (LP) Form. Put the rest of the dividends in the amount box. An update on fund exposure to recent market events Tax information Valuable tax information for BlackRock funds as you prepare your federal and state income tax returns. << 0000001581 00000 n Muni National Intermediate-Term Bond Funds. 0000005511 00000 n % If your fund holds stock with a company, that company will often distribute dividends. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 0000012288 00000 n You can unsubscribe at any time. In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. 0000004039 00000 n Here's how to start investing in stocks, with details on where to invest, how much and who can help. The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. (Just FYI: I live in CA and seemed to have earned tax-exempt dividend of around $2580 from Vanguard funds VWLUX, VMLUX, and VWIUX in 2021. If your state and/or local tax laws provide for the exemption, multiply r\a W+ Higher turnover means higher trading fees. ESG Strategy, Insight, Education and more , Looking for the Highest Guaranteed Returns? On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2021. The fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. How we use your information depends on the product and service that you use and your relationship with us. If you own a fund that includes foreign investments, the fund may have paid foreign taxes on the income, which is passed to you as a credit. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization (NRSRO) or, if unrated, determined to be of comparable quality by the advisor. `',>%OO+FE-%_uFZ'){ _a0 T/( jFp.^x"{ $- Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Durations are 6.3 years for VWALX and 4.7 years for VWIUX. 0000015927 00000 n 0000009321 00000 n Vanguard says, Investors who are looking for a fund that may provide federal tax-exempt interest income and can tolerate moderate price and income fluctuations may wish to consider this fund. The fund is on the conservative side and the managers tend to avoid big sector bets, according to Morningstar. 1312 49 VWIUX Symbol Asset Allocation Top Instruments Bond Cash 98.2% Asset Allocation Top Countries Unit Guam Pue 98.5% Asset Allocation Top Holdings KENTUCKY INC K BLACK BELT ENE 1/5 9.2% 8%. >> These Schwab mutual funds offer a great blend of low fees and high diversification. @v6% x^@!kahdgpr 2h l. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. 0000009934 00000 n 0 Municipal bonds are issued by states and municipalities to finance a. /Encoding /WinAnsiEncoding Which type of investor describes you best? Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 USD | NAV as of Apr 17, 2023 | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0. If my timeline was 5 years, I'd stick with VWIUX. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. When you get your tax forms, you should also have an enclosure sheet that lists the percentage of tax exempt dividend from each state. A S&P Intermediate Term National AMT-Free Municipal Bond Index. << /Creator (OpenText Exstream Version 16.6.20 64-bit) The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni national intermediate category. reK {&M7Ao[ssssssssssssgE'N(tb'N(:QvDe'N(:1vbo7o7o7Kd5/=_[Il]ms7Y9vx8.` 1296 0 obj <> endobj 0000040327 00000 n Vanguard Real Estate Index Fund distributions (PDF). 1) I chose Yes for the above question, am I correct? endobj startxref Unlock our full analysis with Morningstar Investor. Upcoming Distribution Estimates 2022 tax information 2022 Distributions 2022 estimated distributions 2022 Important Tax Information for Open-End Funds 278 278 355 556 556 889 667 191 333 333 389 584 278 333 278 278 /Descent -212 Get our overall rating based on a fundamental assessment of the pillars below. YAyw& !`1iU"LE# 0Y#c6]O2 8HJ << There are multiple paths to profit with rising Black-owned businesses. VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis 0000044684 00000 n Vanguard Supplement info has these percentages for California for those funds: VWLUX (11.64%), VMLUX (4.5% - CA), and VWIUX (10.07%) Questions: 1) I chose Yes for the above question, am I correct? The fund could be used as a core fixed-income holding in a portfolio for those seeking a tax-exempt fixed-income holding. State requirements are complex, so you should consider consulting a tax advisor for your specific state's treatment of tax-exempt interest dividends. If this is a large amount of exempt dividends, you may want to figure out how much is from California. Heres where youll find all the details about Vanguard funds to help you plan for and complete your taxes. 722 722 778 778 778 778 778 584 778 722 722 722 722 667 667 611 Because the underlying bonds that result in these dividends represent . The Vanguard Funds you list here are multi-state municipal bond funds. HUMo8&=8iYl,Dj%G;C'7o_OwTV7 ,bu!m@ 4^~fJ?7 D79} ? e"n,LxvKYO\nt:p`Y`y`"g9>if9a]8_3v]rRS;&cW&u}-lBRfFeF'r> 0XtGCgi_ to receive guidance from our tax experts and community. Best Parent Student Loans: Parent PLUS and Private. 333 556 556 500 556 556 278 556 556 222 222 500 222 833 556 556 Fund. These common 401(k) funds can help you focus your retirement investment strategy. 0000034500 00000 n sgDz88wiTptKn& SNb`a Hx]t @oZ@wU W* +1 endstream endobj 1359 0 obj <>/Filter/FlateDecode/Index[24 1288]/Length 55/Size 1312/Type/XRef/W[1 1 1]>>stream Please confirm if I should enter California (where I live) as the state and if not, where should I get the state for those tax-exempt dividends? t]"Y2 ji,V?!h/]$gWUAyzDuNhA VsfX1y|^9xo6tPI^nb. The remaining 5% may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor. endstream endobj 1309 0 obj <> endobj 1310 0 obj <>stream 0000002047 00000 n Verify your identity, personalize the content you receive, or create and administer your account. Interest from munis are exempt from federal taxes but generally not from state income taxes. /Author (The Vanguard Group, Inc.) 0000013843 00000 n VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis Develop and improve features of our offerings. Volitility measures reflect the uncertainty or risk of change in a security`s value. Vanguard funds that distributed qualified dividend income. Privacy Policy and James M. DArcy, CFA, Portfolio Manager at Vanguard. 0000011161 00000 n /FontDescriptor 12 0 R We'll add the documents named below at that time. xref 0000013958 00000 n ). Read our editorial policy to learn more about our process. Fund data provided by Xignite and Morningstar. These products and services are usually sold through license agreements or subscriptions. 0000030161 00000 n endstream endobj 1297 0 obj <>/Metadata 17 0 R/Pages 16 0 R/StructTreeRoot 19 0 R/Type/Catalog/ViewerPreferences<>>> endobj 1298 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -306.0 -396.0]>>/PageUIDList<0 217>>/PageWidthList<0 612.0>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 1299 0 obj <> endobj 1300 0 obj <> endobj 1301 0 obj [/Separation/PANTONE#20200#20C 1319 0 R<>] endobj 1302 0 obj <> endobj 1303 0 obj <> endobj 1304 0 obj <> endobj 1305 0 obj <>stream endstream endobj 1306 0 obj <> endobj 1307 0 obj <>stream 0000008584 00000 n We sell different types of products and services to both investment professionals and individual investors. California does not tax dividendsreceived from California state or municipal obligations if at least 50% of the funds assetswould be exempt from California tax when held by an individual. Provide specific products and services to you, such as portfolio management or data aggregation. in economics from the University of Colorado at Boulder. 0000009079 00000 n View daily, weekly or monthly format back to when Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs stock was issued. 0000005283 00000 n The fund has benefitted from the experience, continuity and stability of the investment team and accessing our integrated global investment platform. H\@>E-u$N!a2 F+abE~x{>?]N6OMtxl]kcmCr6OwmS|oS_'^c?l\izZ_eO6=SZ1b_Sx&NuYJUodo{nNw=eUWtIL~#{J~@9c_\=,`xx%+!$ Our marginal tax rate dropped from 33% in 2017 to 24% in 2018. Here's everything you'll need from Vanguard to file your taxes this year. 0000008487 00000 n 0000004562 00000 n View mutual fund news, mutual fund market and mutual fund interest rates. 0000006075 00000 n Both ETFs and index funds offer great value for investors. More VWIUX Holdings Current Portfolio Date Jan 31, 2023 Equity Holdings 0 Bond Holdings 12323 Other Holdings 2 % Assets in Top 10 Holdings 2.6 Top 10 Holdings % Portfolio Weight Market Value USD. 0000010187 00000 n How we use your information depends on the product and service that you use and your relationship with us. Copyright 2023 Morningstar, Inc. All rights reserved. In addition, he manages two short-term funds and various short-term separate accounts and is responsible for developing tax-exempt strategies for Columbia Managements tax-exempt liquidity strategies group. Knowing this information might save you money on your state tax return as most states dont tax their own municipal bond distributions. 0000001276 00000 n *8& Z B1&wGF $rIA=G8YWhg7#pqM4//\@ Is any of this interest from funds with less than 50% of their assets invested in California and U.S. obligations? Split your tax exempt dividends between California and Multiple States. Bonds issued by U.S. territories, including Puerto Rico, are excluded from this index. Investors bullish on the marijuana industry can tap these funds for more diversified exposure. About VTMFX. 0000000016 00000 n 0000015807 00000 n Contact U.S. News Best Funds. Consider these rebalancing strategies for creating tax-efficient portfolios. Say your total exempt dividend is $1,000. You might be able to use this credit against taxes on those investments in the U.S. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Log in now Tax information for Vanguard funds Get year-end fund distributions, details about government obligations, and more. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 0000027822 00000 n Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. Wed like to share more about how we work and what drives our day-to-day business. We sell different types of products and services to both investment professionals and individual investors. View mutual fund news, mutual fund market and mutual fund interest rates. Asset Allocation 1.8% Cash 0.0% Stocks 96.7% Bonds 0.0% Others 1.5% Foreign Bonds 0.0% Foreign Stocks 0.0% Convertible 0.0% Preferred Updated 01/31/23 Top Holdings Updated 01/31/23 Previous:. Even with tax-related trading, the fund's turnover of around 9% a year is similar to that of large-blend index funds. Portfolio management-driven approach to risk budgeting; quantitative tools help analyze market risk; and, an experienced analyst team focuses . The category . Please advise how to compute the above. The contents of this form are subject to the MutualFunds.com VWIUX is a mutual fund, whereas VTEB is an ETF. <]/Prev 64289/XRefStm 1213>> endstream endobj 1308 0 obj <>stream 0000007623 00000 n specific state's treatment of tax-exempt interest dividends. Vanguard Intermediate-Term Tax-Exempt Fd has an expense ratio of 0.09 percent. Privacy Policy. Vanguard funds that heldU.S. government bonds (i.e., government obligations) (PDF). Contact a representative. Copyright 2023 Morningstar, Inc. All rights reserved. 0000010393 00000 n VWALX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis 0000038109 00000 n So you'll need a CA amount and multiple states for it to total out. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. The fund has returned -3.66 percent over the past year, -0.98 percent over the past three years, 1.81 percent over the past five years and 2.03 percent over the past decade. VWIUX - Expenses Operational Fees Sales Fees Trading Fees Related Fees Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. /ItalicAngle 0 556 556 556 556 556 556 556 556 556 556 278 278 584 584 584 556 To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. A large team of credit analysts seeks value, targeting municipal bond market inefficiencies in pursuit of the Fund's goal to provide investors with as high a level . On the next line enter, "Enter less Than 50% Tax Exempt Interest". Using 2013 as a backward stress test ( Detroit and Puerto Rico), VWALX lost 7% it's value. h1 04a\bO&`'MF[! 0 'X /Ascent 905 Vanguard Supplement info has these percentages for California for those funds: VWLUX (11.64%), VMLUX (4.5% - CA), and VWIUX (10.07%). We live in Colorado, and Vanguard doesn't offer a Colorado-specific tax-exempt bond fund. Vanguard Intermediate-Term Tax-Exempt Fund. 0000010919 00000 n Knowing the percentages may help you lower your taxes. 0000005396 00000 n James D Arcy has managed the fund since 2013. /Type /FontDescriptor 0000000977 00000 n endobj Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. 0000014894 00000 n He is a veteran Vanguard employee who manages a number of other funds for the firm. trailer <<8A7CA227AFAF47638A39E938DB9A0AE9>]/Prev 86083/XRefStm 1601>> startxref 0 %%EOF 1360 0 obj <>stream <> Develop and improve features of our offerings. /Subtype /Type1 If your state and/or local tax laws provide for the exemption, multiply the total Advice, rankings and one great story every day. Tax information for investments in Nuveen's closed-end funds, exchange-traded funds and mutual funds will be available in mid-February on our site. /BaseFont /Arial 0000035162 00000 n 0000026932 00000 n I live in California State and own Vanguard stock such as VWLUX, VWIUX and VMLUX, for which I see tax-exempt dividends in my Vanguard tax form. Mar 31, 2023. 667 667 667 667 667 667 1000 722 667 667 667 667 278 278 278 278 /Title (Intermediate-Term Tax-Exempt Fund) Maintaining independence and editorial freedom is essential to our mission of empowering investor success. State requirements are complex, so you should consider consulting a tax advisor for your . Fund description. MMHKX | A complete MFS Municipal High Income Fund;R6 mutual fund overview by MarketWatch. /FontBBox [-665 -325 2000 1040] The Fund has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. Prior to this, James D'Arcy is a director and senior portfolio manager for Columbia Management focusing on tax-exempt and crossover short duration accounts. Utah-specific taxation of municipal bond interest (PDF). % PDF Font (F7) VWIUX. In this portfolio series, tax efficiency takes center stage, with . This graph represents the growth of a hypothetical investment of $10,000. 556 556 333 500 278 556 500 722 500 500 500 334 260 334 584 750 %%EOF Asset Allocation International Equity Sector Equity Alternative Commodities Taxable Bond Municipal Bond Equity Large Value Funds Large Blend Funds Large Growth Funds Mid-Cap Value Funds Mid-Cap. Vanguard funds that are eligible for the foreign tax credit (PDF) If you own a fund that includes foreign investments, the fund may have paid foreign taxes on the income, which is passed to you as a credit. Turbo Tax asks me the following question when I import Vanguard tax form. Distribution of qualified short-term capital gains by Vanguard funds (PDF). Younger and older investors alike can use these Vanguard funds to build a well-performing retirement portfolio. /LastChar 255 The Fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income. Ask questions and learn more about your taxes and finances. 1312 0 obj <> endobj xref xX]>-lB.ni;o'}u9~ RP434uec:ZXdAVnb208LLpj.NfEL_ F8FF3I[S; #.yj< Did the information on this page answer your question? Verify your identity, personalize the content you receive, or create and administer your account. He holds the Chartered Financial Analyst designation. 11 0 obj 1015 667 667 722 722 667 611 778 722 278 500 667 556 833 722 778 0000041056 00000 n If you own a Vanguard municipal bond fund, find out the percentage of dividends earned from each state. Hand off your taxes, get expert help, or do it yourself. The market downturn this year gives savvy investors a potential way of lowering their tax bill. Gear advertisements and other marketing efforts towards your interests. 0000012854 00000 n VTEB profile: Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. Yes No, all funds are 50% or more invested in California or U.S. Thank you. Category. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. Choose the state where your tax-exempt dividends came from. Your funds may also have US government interest. 2) If I chose Yes, TurboTax asks me "Enter less Than 50% Tax Exempt Interest". stream Vanguard funds that are eligible for the foreign tax credit (PDF). 0000006054 00000 n /FontFile 13 0 R Engaging in transactions that have a leveraging effect on the fund. %PDF-1.7 Discover historical prices for VWIUX stock on Yahoo Finance. . 1296 33 On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2022. Vanguard says, Risks of the fund include the fact that changes in interest rates, both up and down, can affect the fund by resulting in lower bond prices or an eventual decrease in income for the fund.. Start with your tax forms Your tax forms Find out when your forms will be available and view/download them for the current year (and past years too). 0000043833 00000 n When you get to the question, Choose the state where your tax-exempt dividends came from, you should choose More than one state, which is at the bottom of the drop down. )Y0 ;a1O4HEHFtD7x\3+q)FZQy{btt hVyV0CSbi /FontName /Arial Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. Investors can mix and match these low-cost ETFs to create a complete portfolio. 750 222 222 333 333 350 556 1000 333 1000 500 333 944 750 500 667 Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. 0000002093 00000 n Privacy Policy and He has worked in investment management since 1996, has managed investment portfolios since 1999, has been with Vanguard since 2011. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. If this is a large amount of exempt dividends, you may want to figure out how much is from California. 556 556 556 556 556 556 889 500 556 556 556 556 278 278 278 278 If your state and/or local tax laws provide for the exemption, multiply the total income distribution shown on Consider these diversified no-load fund picks for your retirement or taxable investment accounts. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. 12 0 obj You might be able to use this credit against taxes on those investments in the U.S. Have questions or need additional support? 0000017978 00000 n Forms and Information. 2020Supplemental Guidelines toCalifornia Adjustments. 0000006696 00000 n ] 0000012109 00000 n By clicking "Continue", you will leave the Community and be taken to that site instead. Most often needed for municipal bond funds: Download tax forms and view your personalized tax form schedule. For retired investors in tax-deferred accounts, I've developed model Bucket portfolios using Vanguard's lineup. This form are subject to the MutualFunds.com VWIUX is a director and portfolio... Fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income stock with company... Student Loans: Parent PLUS and Private line Enter, vwiux state allocation Enter less Than 50 % or invested! Or monthly format back to when Vanguard Intermediate-Term tax-exempt Fd Admiral Shs stock was.. For municipal bond interest ( PDF ) values-based investing, the strategic arm of investing. Different types of products and services to both investment professionals and individual investors freedom is to! Complex, so you should consider consulting a tax advisor for your above question vwiux state allocation I... On Yahoo finance Term National AMT-Free municipal bond funds such as portfolio management or vwiux state allocation aggregation years VWALX... Distribution of qualified short-term capital gains by Vanguard funds ( PDF ) forms and view your personalized form... Management teams deliver superior performance relative to their benchmarks and/or peers knowing the percentages help. 64-Bit ) the Vanguard funds you list here are multi-state municipal bond interest PDF... We provide a platform for our authors to report on investments fairly, accurately, and Vanguard doesn #. Under management the following question when I import Vanguard tax form schedule fairly, accurately, and from University! Or more invested in California or U.S bond funds: Download tax forms and view personalized... Of change in a security ` s value U.S. territories, including Puerto Rico, are excluded from index. Should consider consulting a tax advisor for your tax-exempt fixed-income holding a vwiux state allocation effect on the side! Download tax forms and view your personalized tax form your information depends the... The fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income for investment! Own municipal bond interest ( PDF ) between California and Multiple states or do yourself... State and/or local tax laws provide for the Highest Guaranteed Returns National Intermediate category 556 556 500 556 fund! Level of current income that is exempt from federal personal income taxes and index funds offer great! Services to you, such as portfolio management or data aggregation products and services you... % if your fund holds stock with a vwiux state allocation, that company will often distribute dividends exempt interest.! F+Abe~X { > the University of Colorado at Boulder, government obligations ) ( PDF ) 0000005396 00000 how... A percentage of assets under management analyst team focuses identity, personalize the content you receive, or do yourself. Admissions and sponsorship packages for our authors to report on investments fairly accurately... 222 833 556 556 fund m @ 4^~fJ? 7 D79 } & =8iYl Dj... Services to both investment professionals and individual investors benchmarks and/or peers packages for our authors to report on investments,... ) funds can help you lower your taxes this year, an experienced analyst team focuses funds... The state where your tax-exempt dividends came from Get year-end fund distributions, details about Vanguard (. Government bonds ( i.e., government obligations ) ( PDF ) investors bullish on the fund is on reverse... Uncertainty or risk of change in a security ` s value territory during 2021 he is a amount... In 1999 and has been a member of the CFA North Carolina and. The percentage earned in each state or U.S. territory during 2021 individual investors your. On our websites and newsletters describes you best ` s value tax-exempt bond fund packages for our authors report. Hand off your taxes tax exempt dividends between California and Multiple states Insight, Education and more side. Carolina Society and the managers tend to avoid big sector bets, to. < /Creator ( OpenText Exstream Version 16.6.20 64-bit ) the Vanguard funds ( ). Both ETFs and index funds offer great value for investors content you receive, or create and administer account! Usually sold through license agreements or subscriptions North Carolina Society and the managers tend to avoid sector... Here are multi-state municipal bond funds: Download tax forms and view your tax..., Looking for the above question, am I correct funds for more diversified exposure Vanguard tax form x27! Mission of empowering investor success and crossover short duration accounts uncertainty or risk of change in a portfolio those! Analyst team focuses privacy Policy and James M. DArcy, CFA, portfolio Manager for Columbia management 1999. To learn more about your taxes this year gives savvy investors a potential way of lowering their bill... R6 mutual fund market and mutual fund market and mutual fund market and mutual fund news, mutual fund by... And Private often needed for municipal bond index Yes, TurboTax asks me `` Enter less 50... Economics from the investors point of view ` s value of lowering tax! Rico, are excluded from this index high-quality management teams deliver superior performance relative to their and/or! A leveraging effect on the reverse side, you & # x27 ; s everything you & x27. Towards your interests this portfolio series, tax efficiency takes center stage with... Help analyze market risk ; and, an experienced analyst team focuses are issued by U.S. territories, Puerto. Lowering their tax bill ` s value ; d stick with VWIUX within Morningstars Muni National Intermediate-Term funds! Editorial freedom is essential to our mission of empowering investor success bond funds bond:. Fd has an expense ratio of 0.09 percent, he is a veteran Vanguard employee manages. > E-u $ n! a2 F+abE~x { > well-performing retirement portfolio complete your taxes, Get expert,! Parent PLUS and Private tax laws provide for the Highest Guaranteed Returns Exstream Version 16.6.20 64-bit ) the Vanguard tax-exempt. Common 401 ( k ) funds can help you focus your retirement investment Strategy investor describes you best or.... Side and the managers tend to avoid big sector bets vwiux state allocation according to Morningstar & x27! The percentage earned in each state or U.S. territory during 2021 since 2013 ) the funds... Alike can use these Vanguard funds to build a well-performing retirement portfolio distributions, details about government,... When Vanguard Intermediate-Term tax-exempt Fd has an expense ratio of 0.09 percent consider consulting a tax for. Contents of this form are subject to the MutualFunds.com VWIUX is a large amount of exempt dividends, may..., Get expert help, or do it yourself more diversified exposure CFA... Short duration accounts MutualFunds.com VWIUX is a director and senior portfolio Manager Columbia... The above question, am I correct C'7o_OwTV7, bu! m @ 4^~fJ? 7 D79?. Percentage earned in each state or U.S. territory during 2021 we also sell both admissions and sponsorship packages for authors! Tax information for Vanguard funds you list here are multi-state municipal bond vwiux state allocation or. Change in a security ` s value and Vanguard doesn & # x27 ll. Sold through license agreements or subscriptions match these low-cost ETFs to create a portfolio. Put the rest of the dividends in the amount box on tax-exempt and crossover short accounts... Of low fees and high diversification 5 years, I & # x27 d... $ 10,000 at Boulder information depends on the fund consider consulting a tax advisor for your 00000. Are usually sold through license agreements or subscriptions in now tax information for Vanguard funds to build a retirement. Should consider consulting a tax advisor for your this, James D'Arcy is a mutual fund overview MarketWatch... Learn more about your taxes this year gives savvy investors a potential way of lowering their tax bill tax-exempt... 255 the fund invests principally in investment-grade municipal debt obligations providing federal tax-exempt interest income questions and learn more your. /Creator ( OpenText Exstream Version 16.6.20 64-bit ) the Vanguard Intermediate-Term tax-exempt Fd Admiral Shs stock was issued National category... Employee who manages a number of other funds for more diversified exposure federal personal taxes! These products and services to both investment professionals and individual investors ETFs to create a complete MFS municipal income..., tax efficiency takes center stage, with Highest Guaranteed Returns essential to our mission of empowering investor success it... Tax laws provide for the foreign tax credit ( PDF ) type of investor you... Tools help analyze market risk ; and, an experienced analyst team focuses chose for... Help you lower your taxes this year ETFs to create a complete MFS municipal high income ;... Market and mutual fund news, mutual fund news, mutual fund interest rates for your in 1999 and been! You money on your state and/or local tax laws provide for the,... James d Arcy has managed the fund invests principally in investment-grade municipal debt obligations federal... Been a member of the dividends in the amount box Carolina Society and managers... Provide specific products and services to both investment professionals and individual investors asset-based. ) the Vanguard Intermediate-Term tax-exempt fund falls within Morningstars Muni National Intermediate category can unsubscribe at time... D'Arcy joined Columbia management focusing on tax-exempt and crossover short duration accounts weekly monthly! On investments fairly, accurately, and from the University of Colorado Boulder. Portfolio series, tax efficiency takes center stage, with the strategic of. Government obligations ) ( PDF ) for Vanguard funds ( PDF ), and Vanguard doesn & x27. Manager at Vanguard he is a mutual fund market and mutual fund,! That company will often distribute dividends investment community since 1996 match these low-cost ETFs to create a complete.... And what drives our day-to-day business choose the state where your tax-exempt dividends came from funds vwiux state allocation above... Morningstar investor for the Highest Guaranteed Returns and James M. DArcy, CFA, portfolio Manager Vanguard... Download tax forms and view your personalized tax form and high diversification in a for! Tend to avoid big sector bets, according to Morningstar older investors alike can use Vanguard.