… not losing principal, as well. I'd then thought to put about 40% of it in VWEAX and splitting the rest between VCLAX and VWIUX . Adding in the bond funds obviously lowers the return. In the current environment of low yields on treasuries, I'm wondering …
… Markets-5% GLD-Gold-5% SLV-Silver-5% VMSXX-Money Market-2% PTTRX-taxable bond-18% PTY-Taxable bond-10% VWIUX -tax exempt bond-4% VBISX-Short term bond-2% Munis-3% PRRIX-TIP-12% PRAIX-TIP+-12% One thing I don …
… taxable bonds or REITs into our IRAs but I would still need to buy bonds in taxable accounts. For those accounts should I look at VWIUX Intermediate Term Tax Exempt or VWSUX (not sure about that symbol!) Short Term Tax Exempt. Sorry if there is a lot of information …
… Additional retirement income is from Social Security, a pension, and monthly return from Vanguard Intermediate-Term Tax-Exempt VWIUX . At 70 1/2, additional income will come from Vanguard Wellesley Income VWIAX and Vanguard Wellington VWENX. Rule 72 wrote …
… Stock Market Index Fund 13.16 VTIAX Van Total International Stock Index Fund 11.47 VWALX Van Hi Yield Tax Exempt Fund 9.33 VWIUX Van Intermediate Term Tax Exempt Fund 30.51 VWLUX Van Long Term Tax Exempt Fund 15.00 PRINX T Rowe-Summit Muni Income …
… Prot. Bond Vanguard Intrm-Term Tx-Ex VWIUX 107,000 9.10 Muni Intrm Vanguard Wellesley ..... Vanguard Intermediate-Term Tax-Exempt VWIUX . Vanguard Wellesley Income VWIAX, a conservative ..... Prot. Bond Vanguard Intrm-Term Tx-Ex VWIUX 125,000 10.56 Muni Intrm. Vanguard …
Why won't my portfolio show me the value of my money market funds? Morningstar recognizes the fund ticker ( VWIUX for example) but won't show the value of the holding. I have tried various times plugging in a "purchase price" of $1 …
… be 3.53 to be equal to the tax exempt. Is it the SEC yield that I use to compare to? I am a bit confused because they both have the same yield: Taxable VBILX - 2.46 Tax exempt VWIUX - 2.46 But they have very different total return.
I own VWIUX (vanguard intermediate term tax-exempt) and was screening for another muni fund when I spotted SFBDX (state farm muni …
… however, are pretty good, strongly suggesting decent returns in the next few years. Vanguard Intermediate-Term Tax-Exempt VWIUX is now at 3.7% and Vanguard Limited-Term Tax-Exempt is at 3.3%--taxable equivalents of 6.2% and 5.5% (using …