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BCITX American Century CA Interm-T T-Fr Bd Inv

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Fund BCITX American Century CA Interm-T T-Fr Bd Inv VCAIX Vanguard CA Interm-Term Tax-Exempt Inv CMF iShares California Muni Bond  
100% 97% 93%
Annual Fees
(0.47% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$15,929.64 $17,278.35 $17,020.53
Est. savings over 30 yrs +$1,348.70 +$1,090.89
As of 9/30/16
1 YR RETURN 4.50%
3 YR 4.19%
5 YR 3.81%
10 YR 4.13%
1 YR RETURN 4.89%
3 YR 4.99%
5 YR 4.55%
10 YR 4.40%
1 YR RETURN 5.28%
3 YR 5.83%
5 YR 4.89%
10 YR --
The investment seeks safety of principal and high current income that is exempt from federal and California income taxes. The fund primarily invests in investment-grade debt securities and, under normal market conditions, will invest at least 80% of the fund's net assets in debt securities that have interest payments exempt from federal and California income taxes. Cities, counties and other municipalities in California and U.S. territories, such as Puerto Rico, issue these securities. The fund's weighted average maturity will be not less than three years nor more than ten years. However, there is no maturity limit on individual securities.
The investment seeks to provide a higher level of current income than shorter-term bonds, but with less share-price fluctuation than longer-term bonds. The fund invests primarily in high-quality municipal bonds issued by California state and local governments, as well as by regional governmental and public financing authorities. At least 80% of its assets will be invested in securities whose income is exempt from federal and California state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 6 and 12 years. The fund is non-diversified.
The investment seeks to track the investment results of the S&P California AMT-Free Municipal Bond IndexTM. The index measures the performance of the investment-grade segment of the California municipal bond market. The fund generally will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the index, but which BFA believes will help the fund track the index. It is non-diversified.

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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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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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