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SICYX Western Asset Interm Maturity CA Muni I

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Fund SICYX Western Asset Interm Maturity CA Muni I VCAIX Vanguard CA Interm-Term Tax-Exempt Inv CMF iShares California Muni Bond  
100% 97% 92%
Annual Fees
(0.60% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$15,458.71 $17,438.05 $17,177.85
Est. savings over 30 yrs +$1,979.34 +$1,719.14
As of 12/31/16
1 YR RETURN -1.38%
3 YR 3.28%
5 YR 2.62%
10 YR 3.49%
1 YR RETURN -0.18%
3 YR 3.61%
5 YR 3.30%
10 YR 3.93%
1 YR RETURN -0.21%
3 YR 4.28%
5 YR 3.68%
10 YR --
The investment seeks to provide California investors with as high a level of current income exempt from federal income tax and California State personal income tax as is consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% of its assets in investment grade "California municipal securities," or other investments with similar economic characteristics. It may invest up to 20% of its assets in unrated securities that the subadviser determines to be equivalent to investment grade. The fund may invest in securities of any maturity. It is non-diversified.
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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