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