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GTFHX Madison Tax-Free National Fund Y

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Fund GTFHX Madison Tax-Free National Fund Y FXIEX PIMCO Fixed Income SHares Series TE SFBDX State Farm Municipal Bond Fund  
100% 86% 92%
Annual Fees
(0.75% Exp. Ratio)
(0.00% Exp. Ratio)
(0.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$15,102.23 $18,928.91 $17,986.96
Est. savings over 30 yrs +$3,826.68 +$2,884.73
As of 2/28/18
1 YR RETURN 0.72%
3 YR 1.38%
5 YR 1.66%
10 YR 3.58%
1 YR RETURN 5.76%
3 YR 4.29%
5 YR 2.82%
10 YR --
1 YR RETURN 1.64%
3 YR 1.70%
5 YR 2.12%
10 YR 4.11%
The Fund seeks to provide dividend income free of federal income tax. The Fund seeks to achieve its objective by investing in tax-free municipal securities. In order to obtain higher yields over long-term investing, the portfolio may include lower rated securities.
The Portfolio seeks high current income exempt from US federal income tax consistent with prudent investment management. Total return/capital appreciation is a secondary objective. The Fund seeks to achieve its objective by investing in municipal securities to generate income exempt from U.S. federal income tax.
The Fund seeks to provide its shareholders with as high a rate of income exempt from federal income taxes as is consistent with prudent investment management.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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