VMATX Mutual Fund

VMATX Mutual Fund (Vanguard Massachusetts Tax-Exempt Fund) is managed by Vanguard (US) with $3.70B in net assets. VMATX expense ratio is 0.09%, holding 1012 positions across sectors including Financials, Industrials, Utilities. Inception date: 1998-12-09.

VMATX performance shows a YTD return of 0.34%. The 1-year return is 6.51% and the 5-year return is 0.34%. VMATX dividend yield stands at 3.40%, paid monthly.

VMATX top holdings include Commonwealth Of Massachusetts 5 2054-01-01 (1.2%), Somerville Ma 5% 06/01/28 (1.0%), Quincy Ma Qui 09/26 Fixed 5 (1.0%), Massachusetts Dept Transn Met 2.68% Jan 01, 2039 (1.0%), Massachusetts Development Finance Agency 5.5 2055-07-01 (0.9%). Go to all VMATX holdings, VMATX sectors, or VMATX dividends.

VMATX can be compared against other funds. Use VMATX overlap to find shared positions, or VMATX vs another fund for a side-by-side view. VMATX alternatives are available via the screener, along with tax-loss harvesting opportunities.