Key stats
About VANGUARD SCOTTSDALE FUNDS
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Inception date
Nov 19, 2009
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
The fund is passively managed to provide exposure to the investment grade segment of the US corporate bond space. It is an intermediate-term bond fund that adopts a slightly more stringent definition of intermediate by excluding bonds with maturities of under 5 years and over 10. As a result, it has a longer weighted-average maturity than most intermediate-term credit funds. Unsurprisingly, the fund also has a longer effective duration than its peers and boasts one of the highest yields in the segment. Its sector coverage, however, is quite market-like. In all, the fund delivers on its mandate for balanced exposure to the 5-10 year pocket of the investment grade corporate bond space. The fund utilizes a sampling strategy to track its index.
Classification
What's in the fund
Exposure type
Corporate
Stocks0.11%
Energy Minerals0.06%
Finance0.04%
Commercial Services0.00%
Bonds, Cash & Other99.89%
Corporate99.36%
Cash0.29%
Government0.22%
Securitized0.02%
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