Morningstar

Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares VNJTX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $10.94  /  +0.28 %
  • Fund Size $3.0B
  • Adjusted Expense Ratio 0.140%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Muni New Jersey
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 3.89%
  • Average Effective Duration 7.85 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis VNJTX

Will VNJTX outperform in the future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the VNJTX 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 VNJTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard NJ Long-Term Tax-Exempt Inv holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VNJTX

More VNJTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW JERSEY ST TPK AUTH TPK REV

1.36 41M
municipal

NEW JERSEY ST TRANSN TR FD AUTH

1.36 41M
municipal

MIDDLESEX CNTY N J IMPT AUTH LEASE REV

1.33 40M
municipal

NEW JERSEY ST TPK AUTH TPK REV

1.20 36M
municipal

PORT AUTH N Y & N J

1.02 31M
municipal

NEW JERSEY ST TRANSN TR FD AUTH

0.96 29M
municipal

NEW JERSEY ST TPK AUTH TPK REV

0.80 24M
municipal

NEW JERSEY ST EDL FACS AUTH REV

0.72 22M
municipal

TOBACCO SETTLEMENT FING CORP N J

0.68 21M
municipal

NEW JERSEY HEALTH CARE FACS FING AUTH REV

0.68 20M
municipal

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