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MFM MFS Municipal Income Trust

4 lower fee alternatives found

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Fund MFM MFS Municipal Income Trust MUA BlackRock MuniAssets Fund NMZ Nuveen Municipal High Income Opportunity Fund  
100% 92% 94%
Annual Fees
(1.86% Exp. Ratio)
(0.87% Exp. Ratio)
(1.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$10,777.23 $14,563.94 $11,882.85
Est. savings over 30 yrs +$3,786.71 +$1,105.62
As of 2/28/18
1 YR RETURN 5.10%
3 YR 4.48%
5 YR 4.84%
10 YR 7.03%
1 YR RETURN 5.11%
3 YR 4.68%
5 YR 4.98%
10 YR 7.10%
1 YR RETURN 7.70%
3 YR 4.83%
5 YR 6.09%
10 YR 7.68%
The Fund seeks high current income by investing at least 80% of the Fund's net assets in municipal bonds. The Fund may invest up to 100% of the Fund's assets in lower quality debt instruments.
The Fund seeks to provide shareholders with high current income exempt from federal income tax. The Fund will invest primarily in a portfolio of medium to lower grade or unrated municipal obligations, the interest of which is exempt from federal income taxes in the opinion of bond counsel to the issuer.
The Fund seeks to provide high current income exempt from regular federal income tax. The Fund's secondary investment objective is to seek attractive total return consistent with its primary objective.

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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.

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