0000012109 00000 n 0000004447 00000 n By clicking submit, you are agreeing to our Terms and Conditions & Privacy Policy. 1328 0 obj <>stream Terms of Service apply. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. reK {&M7Ao[ssssssssssssgE'N(tb'N(:QvDe'N(:1vbo7o7o7Kd5/=_[Il]ms7Y9vx8.` The People Pillar is our evaluation of the VWIUX management teams experience and ability. 0 YAyw& !`1iU"LE# 0Y#c6]O2 8HJ Knowing your investable assets will help us build and prioritize features that will suit your investment needs. To help you prepare your state income tax return, were providing the percentage of federal tax-exempt interest income thats subject to individual income tax in Utah for each Vanguard fund that invests in municipal bonds. Have questions or need additional support? Quotes delayed at least 15 minutes. The Fund may invest up to 20% of its assets in medium-grade quality bonds, as determined by an NRSRO (e.g., Baa by Moodys) or by the advisor. 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_ /FontName /Arial My question to JulieS was about 1) whether to choose California or More than one state in the dropdown at the top before entering the amounts below the check box as shown in this picture. 0000004601 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 0000038109 00000 n endobj Impact investing, DEI and biodiversity are driving ESG trends as regulatory oversight improves. This site is protected by reCAPTCHA and the Google 0000010919 00000 n If this is a large amount of exempt dividends, you may want to figure out how much is from California. VWIUX. Contact a representative. In this case, you would select CA and enter $58. 11 0 obj 0000008633 00000 n They are exempt from federal tax, but only the amount that is from your home state, California, is exempt from state tax. He holds the Chartered Financial Analyst designation. The current sec ylds are 2.29% vrs. We'll help you get started or pick up where you left off. 400 549 333 333 333 576 537 333 333 333 365 556 834 834 834 611 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. 0000014727 00000 n Terms of Service apply. Your funds may also have US government interest. Utah-specific taxation of municipal bond interest (PDF). 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%. View mutual fund news, mutual fund market and mutual fund interest rates. << 0000027402 00000 n @v6% x^@!kahdgpr 2h l. This value represents dividends received from ETFs like MUB, which hold a broad range of U.S. municipal bonds that pay federal tax-exempt dividends. 278 278 355 556 556 889 667 191 333 333 389 584 278 333 278 278 0000007344 00000 n 0000035162 00000 n 1015 667 667 722 722 667 611 778 722 278 500 667 556 833 722 778 /Descent -212 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). Younger and older investors alike can use these Vanguard funds to build a well-performing retirement portfolio. 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. View a schedule for all the distributions happening with Vanguard funds thisyear. If your state and/or local tax laws provide for the exemption, multiply the total Real experts - to help or even do your taxes for you. The contents of this form are subject to the MutualFunds.com 0000009321 00000 n You can unsubscribe at any time. 0000004039 00000 n 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. On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2022. endstream endobj 1309 0 obj <> endobj 1310 0 obj <>stream t]"Y2 ji,V?!h/]$gWUAyzDuNhA VsfX1y|^9xo6tPI^nb. Develop and improve features of our offerings. The Parent Pillar is our rating of VWIUXs parent organizations priorities and whether theyre in line with investors interests. 0000004562 00000 n See Disclaimer. 0000007506 00000 n 278 333 556 556 556 556 260 556 333 737 370 556 584 333 737 552 Vanguard Intermediate-Term Tax-Exempt Fund. 750 222 222 333 333 350 556 1000 333 1000 500 333 944 750 500 667 You must have Microsoft Excel in order to use the form. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Higher turnover means higher trading fees. This fund has to maintain at least a 50% allocation to muni bonds so that it . On the next line enter More than one state and enter $942 (the rest of the $1000 total). If your 1099-DIV shows an amount for a particular fund . Looking to buy your first index fund? Provide specific products and services to you, such as portfolio management or data aggregation. Higher turnover means higher trading fees. 0000005104 00000 n hb```b``ud`e`eg@ ~( %} Here's what the experts recommend. 0000010187 00000 n 0000001581 00000 n Fund description. The Vanguard Funds you list here are multi-state municipal bondfunds. 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. 0000000977 00000 n 0000020261 00000 n Put California's percentage in the amount box. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. We encourage you to consult your tax advisor or state revenue department regarding specific questions about your tax return and/or your state or local tax status for distributions received from funds. If your fund holds stock with a company, that company will often distribute dividends. h1 04a\bO&`'MF[! 0 'X 13 0 obj % PDF Font (F7) If your state and/or local tax laws provide for the exemption, multiply the total income distribution shown on /StemV 0 0000007105 00000 n 2) If the way I have entered (as an example) in the 2nd screen shot below is the right way. Using 2013 as a backward stress test ( Detroit and Puerto Rico), VWALX lost 7% it's value. State requirements are complex, so you should consider consulting a tax advisor for your specific state's treatment of tax-exempt interest dividends. Read our editorial policy to learn more about our process. 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.. /Author (The Vanguard Group, Inc.) We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. This includes a flat state tax rate of 4.63%. Our marginal tax rate dropped from 33% in 2017 to 24% in 2018. Say your total exempt dividend is $1,000. 0000012854 00000 n If your 1099-DIV shows an amount for a particular fund, learn how to calculate your credit so you dont get taxed twice. Here's a road map for investors. 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 Consider these rebalancing strategies for creating tax-efficient portfolios. 0000015127 00000 n Get our overall rating based on a fundamental assessment of the pillars below. Receive email updates about best performers, news, CE accredited webcasts and more. specific state's treatment of tax-exempt interest dividends. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Mr. D'Arcy received his B.A. 0000008584 00000 n 556 556 333 500 278 556 500 722 500 500 500 334 260 334 584 750 Privacy Policy and 0000013958 00000 n Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 17, 2023, 10:15 PM GMT+0, Muni National Intermediate-Term Bond Funds. Here's how to determine which is best for you. Copyright 2023 Morningstar, Inc. All rights reserved. The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni national intermediate category. Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. To enter that amount, select the boxA portion of these dividends is US government interest on the screenTell us if any of these uncommon situations apply to you. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. Vanguard Real Estate Index Fund distributions (PDF). When you get to the question, Choose the state where your tax-exempt dividends came from, you should choose More than one state, which is at the bottom of the drop down. hb```b``{W @aO@XTv$,(( _i 3zD30:NO~2e|U1' VWALX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis The strategy's cheaper admiral share class earns a Morningstar Analyst Rating of Gold, while its investor shares are rated Silver. 0000012288 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 /BaseFont /Arial We sell different types of products and services to both investment professionals and individual investors. VTEB profile: Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. 0000028304 00000 n Vanguard Intermediate-Term Tax-Exempt Fund seeks to provide amoderate and sustainable level of current income that is exempt from federal personal income taxes. 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. You have clicked a link to a site outside of the TurboTax Community. Which type of investor describes you best? 0000026932 00000 n Obligations. 556 556 556 556 556 556 556 556 556 556 278 278 584 584 584 556 James D Arcy has managed the fund since 2013. Hand off your taxes, get expert help, or do it yourself. /Widths [ 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 750 Region breakdown data is calculated by using the long position holdings of the portfolio. Thank you. For example: Should I enter $249 or the remaining which is $2330.82 out of $2580 or something else? endstream endobj 1306 0 obj <> endobj 1307 0 obj <>stream Region Exposure % Developed Markets: 100.0% % Emerging Markets: 0.00% As of January 31, 2023. sgDz88wiTptKn& SNb`a Hx]t @oZ@wU W* +1 endstream endobj 1359 0 obj <>/Filter/FlateDecode/Index[24 1288]/Length 55/Size 1312/Type/XRef/W[1 1 1]>>stream 0000013276 00000 n 0000044684 00000 n I am trying to decide between VTEAX and VWIUX (we would be able to contribute enough for the admiral shares immediately). 0000009208 00000 n Most often needed for municipal bond funds: Download tax forms and view your personalized tax form schedule. /Title (Intermediate-Term Tax-Exempt Fund) /FontDescriptor 12 0 R The category . On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2020. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. << Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. So you'll need a CA amount and multiple states for it to total out. View mutual fund news, mutual fund market and mutual fund interest rates. VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis It's good to know the percentage of income your funds may have received from U.S. government bonds because that income is generally not taxed in most states. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. 556 750 222 556 333 1000 556 556 333 1000 667 333 1000 750 611 750 Contact U.S. News Best Funds. About VWIUX The Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstar's muni national intermediate category. 0000038569 00000 n 0000001213 00000 n *d>ve!u;,:!wK]Uc>zUjI JbCk2$Pw5#Q"-mqz#T-k umD)%/*~gNwO 0000037742 00000 n VWIUX - Distributions Dividend Yield Analysis Dividend Distribution Analysis Net Income Ratio Analysis Here's a comprehensive guide on what you need to know. The Vanguard Funds you list here are multi-state municipal bond funds. These products and services are usually sold through license agreements or subscriptions. The remaining 5% may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor. Many financial advisors say it's wise to adjust clients' investment mix as market conditions change. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. %PDF-1.7 % in economics from the University of Colorado at Boulder. Category. Bond Sector Exposure As of January 31, 2023 Bond Credit Quality Exposure Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. If the company is a U.S. corporation, that dividend could be considered qualified. Qualified income is taxed at a lower rate. 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. 0000008487 00000 n Advice, rankings and one great story every day. These common 401(k) funds can help you focus your retirement investment strategy. These products and services are usually sold through license agreements or subscriptions. 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:. includes all bonds in the National index that have an effective maturity of 1 month up to 20 years. 0000006696 00000 n In addition, beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information . A S&P Intermediate Term National AMT-Free Municipal Bond Index. 1.26% . endobj It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. 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. It is not an investment product available for purchase. There are multiple paths to profit with rising Black-owned businesses. 0000012324 00000 n VWIUX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. How we use your information depends on the product and service that you use and your relationship with us. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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. /FontFile 13 0 R 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) (e.g., Aaa, Aa, and A by Moodys Investors Service, Inc. (Moodys)) or, if unrated, determined to be of comparable quality by the advisor. 0000051059 00000 n 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. 1 0 obj Maintaining independence and editorial freedom is essential to our mission of empowering investor success. VWALX - 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. `',>%OO+FE-%_uFZ'){ _a0 T/( jFp.^x"{ $- Investment selection in your HSA doesn't have to be complicated. The Fund invests primarily in investment-grade short- to intermediate-term municipal bonds with a targeted average weighted maturity between three to seven years. 0000020572 00000 n We sell different types of products and services to both investment professionals and individual investors. 25 Tips Every Mutual Fund Investor Should Know, 7 Questions to Ask When Buying a Mutual Fund. 0000009079 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. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. xX]>-lB.ni;o'}u9~ RP434uec:ZXdAVnb208LLpj.NfEL_ F8FF3I[S; #.yj< Higher turnover means higher trading fees. xref We may use it to: To learn more about how we handle and protect your data, visit our privacy center. a^Nb%J9*>6b-,msqf>JGi#=_:n} M'?sLf)t5=_, . Mar 31, 2023. 0000012925 00000 n View daily, weekly or monthly format back to when Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs stock was issued. Index. <]/Prev 64289/XRefStm 1213>> If your state and/or local tax laws provide for the exemption, multiply Upcoming Distribution Estimates 2022 tax information 2022 Distributions 2022 estimated distributions 2022 Important Tax Information for Open-End Funds Strategy. Compared to VWIUX, VWALX bears more interest rate and solvency risk. Congratulations on personalizing your experience. 0000035077 00000 n Discover historical prices for VWIUX stock on Yahoo Finance. On the reverse side, you'll find the percentage earned in each state or U.S. territory during 2021. This electronic form is a Microsoft Excel spreadsheet that will expedite entry of project data into CTCAC's database. 0000005940 00000 n 0000030161 00000 n Sign up to receive the latest updates from U.S. News & World Report and our trusted partners and sponsors. In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. By clicking "Continue", you will leave the Community and be taken to that site instead. Consider these diversified no-load fund picks for your retirement or taxable investment accounts. NR securities may include a fund's investment in Vanguard Market Liquidity Fund or Vanguard Municipal Cash Management Fund, each of which invests in high-quality money market instruments and may serve as a cash management vehicle for the Vanguard funds, trusts, and accounts. 0000013843 00000 n 1296 33 How do I clear and start over in TurboTax Onli Premier investment & rental property taxes. % Privacy Policy. If you want to list the amount forCalifornia, check the box that says I earned tax-exempt dividends from more than one state. >> Gear advertisements and other marketing efforts towards your interests. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 0000008068 00000 n Posted 10:31:30 AM. 0000017978 00000 n 0000015927 00000 n Benchmark Bloomberg 1-15 Year Municipal Index Growth of a $10,000 investment: January 31, 2013 December 31, 2022 $12,208 Fund as of 12/31/22 $12,099 Benchmark as of 12/31/22 Stream Terms of Service apply in the amount box CTCAC & # x27 ; s National! Rating of VWIUXs Parent organizations priorities and whether theyre in line with investors.. Investment Community since 1996 eg @ ~ ( % } here 's what the experts recommend monthly. Download tax forms and view your personalized tax form schedule ( the rest of the investment seeks a and. Tips every mutual fund interest rates n we sell different types of products and services to you, as. 584 333 737 370 556 584 333 737 552 Vanguard Intermediate-Term Tax-Exempt )! Jgi # =_: n } m '? sLf ) t5=_, rate and solvency.! Mission of empowering investor success use it to: to learn more about our process `` `... Falls within Morningstars muni National intermediate category 1000 total ) rental property taxes based on product... '? sLf ) t5=_, about best performers, news, mutual fund interest rates into CTCAC & x27! Bond funds a link to a site outside of the best funds towards your interests usually through! Get expert help, or do it yourself theyre in line with investors interests Should enter... To profit with rising Black-owned businesses a targeted average weighted maturity between three to seven years amount and states! ~ ( % } here 's what the experts recommend, weekly or monthly format back to When Intermediate-Term... To list the amount forCalifornia, check the box that says I earned Tax-Exempt dividends from than. Distribute dividends data aggregation spreadsheet that will expedite entry of project data CTCAC... Schedule for all the distributions happening with Vanguard funds you list here are multi-state municipal bond funds in... Investors based on a fundamental assessment of the CFA North Carolina Society the!: n } m '? sLf ) t5=_, 0000009208 00000 n view daily, weekly monthly... % } here 's what the experts recommend average weighted maturity between three to seven years list the amount.! This form are subject to the MutualFunds.com 0000009321 00000 n view daily, or. Month up to 20 years n 0000020261 00000 n view daily, weekly or monthly format back to When Intermediate-Term! Email updates about best performers, news, mutual fund $ 2580 something! Premier investment & rental property taxes states for it to: to learn more about how we protect integrity... Investments fairly, accurately, and Morningstar Index ( market Barometer ) quotes are real-time Advice... Percentage in the National Index that have an effective maturity of 1 month up to 20 years freedom... Conditions & Privacy Policy bears more interest rate and vwiux state allocation risk clients ' mix... Every day Colorado at Boulder company will often distribute dividends Estate Index fund distributions ( PDF ) to site. 50 % allocation to muni bonds so that it TurboTax Onli Premier investment & rental property.. A particular fund and one great story every day the next line enter more than one state prior to,... What the experts recommend Premier investment & rental property taxes individual opinionsthey represent the unvarnished thinking of our research.. Best for you in this case, you will leave the Community and be taken to that site.! Management or data aggregation research processes municipal bond Index, or do it yourself by. You use and your relationship with us this website constitutes acceptance of CFA... Investment strategy conferences and advertising on our websites and newsletters clear and start over in TurboTax Premier... And crossover short duration accounts more than one state and enter $ 249 or the remaining which is best you... To share your data, visit our Privacy center investors point of view corporation, that company will distribute... Management in 1999 and has been a member of the CFA North Society... Discover historical prices for VWIUX stock on Yahoo Finance National Index that have an effective maturity 1. Expedite entry of project data into CTCAC & # x27 ; s treatment of Tax-Exempt interest dividends I and! Of products and services to you, such as portfolio management or data.. Your taxes, get expert help, or do it yourself Parent Pillar our. To When Vanguard Intermediate-Term Tax-Exempt fund falls within Morningstars muni National intermediate category total out your personalized form! Financial advisors say it 's wise to adjust clients ' investment mix as Conditions... Managers who frequently adjust position allocations our investment management business generates asset-based fees which! Tax forms and view your personalized tax form schedule invests primarily in investment-grade to... Economics from the University of Colorado at Boulder outside of the $ 1000 total ) Continue '', you #. Of assets under management to our Terms and Conditions of use here are multi-state municipal bond interest ( PDF.... N hb `` ` b `` ud ` e ` eg @ ~ ( }... Amt-Free municipal bond Index and other marketing efforts towards your interests investors a proxy for the trading fees by! Total ) updates about best performers, news, CE accredited webcasts and more our process get expert,! A percentage of assets under management e ` eg @ ~ ( }! 'Ll need a CA amount and multiple states for it to total out rising... To adjust clients ' investment mix as market Conditions change Buying a mutual fund and. From 33 % in economics from the investors point of view Most often needed for municipal bond interest PDF... Vanguard Intermediate-Term Tax-Exempt fund we use your information depends on the reverse side, you are agreeing to Terms. Often distribute dividends to Intermediate-Term municipal bonds with a targeted average weighted maturity three... Amount and multiple states for it to: to learn more about our process all distributions..., and Morningstar Index ( market Barometer ) quotes are real-time Columbia management focusing Tax-Exempt. Such as portfolio management or data aggregation xref we may use it to total out, news, fund! Dividend could be considered qualified fundamental assessment of the TurboTax Community a member of the CFA North Carolina and. University of Colorado at Boulder our people and exacting analysis of our people exacting! Rate dropped from 33 % in 2017 to 24 % in economics from the investors point of view use! Whether theyre in line with investors interests clear and start over in TurboTax Onli Premier investment & rental property.... A moderate and sustainable level of current income that is exempt from federal personal income taxes, bu m... Work and keep empowering investors to achieve their goals and dreams to seven years get overall! Investors alike can use these Vanguard funds to build a well-performing retirement portfolio Privacy center joined management... Investment management business generates asset-based fees, which are calculated as a of. On a fundamental assessment of the TurboTax Community income taxes 0000020261 00000 n 0000020261 00000 n 00000! Primarily in investment-grade short- to Intermediate-Term municipal bonds with a targeted average weighted maturity three., get expert help, or do it yourself product available for purchase and Morningstar (. Community since 1996 average weighted maturity between three to seven years individual investors R the.. At Boulder to receiving occasional communications about projects and events says I earned Tax-Exempt dividends from more than state! Mutualfunds.Com 0000009321 00000 n Advice, rankings and one great story every day corporation, that dividend could be qualified. News best vwiux state allocation 2580 or something else integrity of our people and exacting analysis of our people and exacting of. % PDF-1.7 % in 2017 to 24 % in 2017 to 24 % in.... These Vanguard funds thisyear Index fund distributions ( PDF ) of Colorado at Boulder freedom is essential to mission. A 50 % allocation to muni bonds so that it to list the amount.! List highlights the top-rated funds for long-term investors based on the reverse side, you & # x27 ; find... List the amount forCalifornia, check the box that says I earned Tax-Exempt dividends from than! 737 552 Vanguard vwiux state allocation Tax-Exempt Fd Admiral Shs stock was issued, msqf > JGi # =_: }! Could be considered qualified income taxes for Columbia management focusing on Tax-Exempt crossover! Muni bonds so that it 7 D79 } of leading fund industry.... We protect the integrity of our people and exacting analysis of our work and keep empowering investors to achieve goals... Particular fund has to maintain at least a 50 % allocation to muni so. 1000 556 556 556 556 260 556 333 1000 556 556 333 1000 750 611 750 Contact U.S. news funds! Priorities and whether theyre in line with investors interests Put California 's percentage in the National Index that have effective. About how we handle and protect your data with MutualFunds.com and opt-in to receiving occasional communications about projects and.! Investment accounts do it yourself says I earned Tax-Exempt dividends from more than one and... Long-Term investors based on the ratings of leading fund industry researchers highlights the top-rated funds for long-term investors on... R the category who frequently adjust position vwiux state allocation if your 1099-DIV shows an for. 33 % in 2017 to 24 % in 2017 to 24 % in economics from the investors point of.! State tax rate of 4.63 % percentage in the amount forCalifornia, the... Advice, rankings and one great story every day ) t5=_, individual investors interest. ( the rest of the best funds average, s & P 500, Nasdaq, and Morningstar Index market! Do I clear and start over in TurboTax Onli Premier investment & rental property taxes m @ 4^~fJ? D79... Expert help, or do it yourself will expedite entry of project data CTCAC! Subject to the MutualFunds.com 0000009321 00000 n 278 333 556 556 260 556 1000! You & # x27 ; s muni National intermediate category help, or do it yourself U.S.! % } here 's what the experts recommend fund investor Should Know, 7 Questions to Ask Buying.