Morningstar

Vanguard Pennsylvania Long-Term Tax-Exempt Fund Admiral Shares VPALX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $10.36  /  +0.29 %
  • Fund Size $3.7B
  • Adjusted Expense Ratio 0.090%
  • Net Expense Ratio 0.090%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Muni Pennsylvania
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 4.04%
  • Average Effective Duration 8.21 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis VPALX

Will VPALX 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 VPALX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Vanguard PA Long-Term Tax-Exempt Adm holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings VPALX

More VPALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV

0.80 30M
municipal

COMMONWEALTH FING AUTH PA TOB MASTER SETTLEMENT PMT REV

0.75 28M
municipal

GEISINGER AUTH PA HEALTH SYS REV

0.72 27M
municipal

PENNSYLVANIA ST

0.69 26M
municipal

PENNSYLVANIA ST

0.67 25M
municipal

PENNSYLVANIA ST HIGHER EDL FACS AUTH REV

0.65 24M
municipal

ALLEGHENY CNTY PA HOSP DEV AUTH REV

0.64 24M
municipal

PENNSYLVANIA ST UNIV

0.57 21M
municipal

PENNSYLVANIA ST HIGHER EDL FACS AUTH REV

0.55 20M
municipal

PENNSYLVANIA ST HIGHER EDL FACS AUTH REV

0.51 19M
municipal

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