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BMNSX Baird Core Intermediate Municpl Bd Inv

2 lower fee alternatives found

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Fund BMNSX Baird Core Intermediate Municpl Bd Inv FMB First Trust Managed Municipal ETF GUIRX Goldman Sachs Dynamic Municipal Inc IR  
Similarity
?
100% 89% 88%
Annual Fees
?
$56.12
(0.55% Exp. Ratio)
$51.02
(0.50% Exp. Ratio)
$54.08
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$15,544.94 $15,781.12 $15,639.00
Est. savings over 30 yrs +$236.18 +$94.06
Return
As of 11/30/16
1 YR RETURN 0.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.47%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.17%
3 YR 4.04%
5 YR 4.04%
10 YR 3.69%
Description
The investment seeks a high level of current income that is exempt from federal income tax and is consistent with preservation of capital. The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax. It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.
The investment seeks to generate current income that is exempt from regular federal income taxes and its secondary objective is long term capital appreciation. Under normal market conditions, the fund will seek to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in municipal debt securities that pay interest that is exempt from regular federal income taxes (collectively, "Municipal Securities"). It is non-diversified.
The investment seeks a high level of current income that is exempt from regular federal income tax. The fund invests, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in fixed income securities issued by or on behalf of states, territories and possessions of the United States and the political subdivisions, agencies and instrumentalities thereof, the interest on which is exempt from regular federal income tax. It may invest up to 100% of its Net Assets in private activity bonds, the interest on which may be a preference item for purposes of the federal alternative minimum tax.

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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.

Similarity

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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