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CCIBX Columbia AMT-Free CA Interm Muni Bd B

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Fund CCIBX Columbia AMT-Free CA Interm Muni Bd B VCAIX Vanguard CA Interm-Term Tax-Exempt Inv CMF iShares California Muni Bond  
100% 97% 93%
Annual Fees
(1.49% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$11,694.87 $17,278.35 $17,020.53
Est. savings over 30 yrs +$5,583.47 +$5,325.66
As of 9/30/16
1 YR RETURN 4.06%
3 YR 3.86%
5 YR 3.30%
10 YR 3.46%
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 current income exempt from U.S. federal income tax and California individual income tax, consistent with moderate fluctuation of principal. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and California individual income tax. The fund may invest up to 20% of its net assets in securities that pay interest subject to taxation.
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.

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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