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DUICX Delaware Tax-Free USA Intermediate C

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Fund DUICX Delaware Tax-Free USA Intermediate C PTXFX Pacific Capital T/F Securities Y VWAHX Vanguard High-Yield Tax-Exempt  
100% 89% 97%
Annual Fees
(1.60% Exp. Ratio)
(0.10% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$11,190.96 $17,618.90 $17,097.41
Est. savings over 30 yrs +$6,427.95 +$5,906.46
As of 9/30/16
1 YR RETURN 3.77%
3 YR 3.32%
5 YR 2.72%
10 YR 3.01%
1 YR RETURN 4.58%
3 YR 4.61%
5 YR 3.69%
10 YR 3.91%
1 YR RETURN 7.92%
3 YR 7.18%
5 YR 5.83%
10 YR 5.04%
The investment seeks as high a level of current interest income exempt from federal income tax as is available from municipal obligations and as is consistent with prudent investment management and preservation of capital. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities the income from which is exempt from federal income tax, including the federal alternative minimum tax. It will invest primarily in municipal debt obligations that are issued by state and local governments to raise funds for various public purposes such as hospitals, schools, and general capital expenses.
The investment seeks high current income that is exempt from federal and Hawaii income tax. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations. The fund is non-diversified.
The investment seeks a high and sustainable level of current income that is exempt from federal personal income taxes. The fund invests at least 80% of its assets in investment-grade municipal bonds, as determined by a nationally recognized statistical rating organization (NRSRO) (e.g., Baa or higher by Moody's Investors Service, Inc. (Moody's)) or, if unrated, determined to be of comparable quality by the advisor. Up to 20% of the fund's assets may be invested in bonds that are rated less than investment grade by an NRSRO (e.g., less than Baa by Moody's) or, if unrated, determined to be of comparable quality by the advisor.

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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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