VCAIX – Fund Analysis – Vanguard CA Interm-Term Tax-Exempt Inv | Morningstar

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Will VCAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VCAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the VCAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of VCAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still one of the best California muni offerings.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 8, 2023.

by Elizabeth Foos

Rated on Mar 5, 2024 Published on Mar 5, 2024

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