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PCIZX Prudential CA Municipal Income Z

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Fund PCIZX Prudential CA Municipal Income Z PWZ PowerShares Calif AMT-Free Muni Bd ETF PRXCX T. Rowe Price CA Tax-Free Bond  
100% 92% 98%
Annual Fees
(0.69% Exp. Ratio)
(0.28% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$14,968.84 $16,938.19 $15,852.26
Est. savings over 30 yrs +$1,969.34 +$883.42
As of 9/30/16
1 YR RETURN 6.34%
3 YR 6.40%
5 YR 5.32%
10 YR 4.91%
1 YR RETURN 7.50%
3 YR 7.92%
5 YR 5.79%
10 YR --
1 YR RETURN 6.81%
3 YR 6.79%
5 YR 5.60%
10 YR 4.92%
The investment seeks to maximize current income that is exempt from California state and federal income taxes, consistent with the preservation of capital. The fund invests primarily in California state and local municipal bonds, which are debt obligations or fixed income securities, including notes, commercial paper and other securities, as well as obligations of other issuers that pay interest income that is exempt from California state and federal income taxes. It invests at least 70% of its investable assets in "investment grade" debt obligations and may invest up to 30% of its investable assets in high yield municipal debt obligations or junk bonds.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the BofA Merrill Lynch California Long-Term Core Plus Municipal Securities Index. The fund generally will invest at least 80% of its total assets in municipal securities that comprise the underlying index and that also are exempt from the federal AMT. The underlying index is composed of U.S. dollar-denominated, investment grade, tax-exempt debt publicly issued by California or any U.S. territory or their political subdivisions, in the U.S. domestic market with a term of at least 15 years remaining to final maturity. It is non-diversified.
The investment seeks to provide, consistent with prudent portfolio management, the highest level of income exempt from federal and California state income taxes. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that pay interest exempt from federal and California state income taxes, and at least 80% of the fund's income is expected to be exempt from federal and California state income taxes. It may invest a significant portion of assets in securities that are not general obligations of the state.

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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.


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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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