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PTAEX Putnam Tax Exempt Income Fund A

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Fund PTAEX Putnam Tax Exempt Income Fund A FXIEX PIMCO Fixed Income SHares Series TE VWLTX Vanguard Long-Term Tax-Exempt Fund Investor  
100% 91% 97%
Annual Fees
(0.77% Exp. Ratio)
(0.00% Exp. Ratio)
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$15,011.20 $18,928.91 $17,879.17
Est. savings over 30 yrs +$3,917.71 +$2,867.97
As of 2/28/18
1 YR RETURN 3.11%
3 YR 2.14%
5 YR 2.38%
10 YR 4.41%
1 YR RETURN 5.76%
3 YR 4.29%
5 YR 2.82%
10 YR --
1 YR RETURN 3.41%
3 YR 2.77%
5 YR 3.14%
10 YR 4.93%
The Fund seeks a level of current income, exempt from federal income tax and consistent with preservation of capital, by investing in investment-grade bonds and other obligations from various US states, territories, and municipalities. The Fund will maintain an average maturity of 3 to 15 years.
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 investors with a high level of current income exempt from Federal income taxes primarily through investment in high-quality municipal securities, with an average maturity of 10 to 25 years.

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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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