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ECLTX Eaton Vance TABS 5 to15 Yr Lad Muni Bd C

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Fund ECLTX Eaton Vance TABS 5 to15 Yr Lad Muni Bd C STWVX Schroder Broad Tax-Aware Value Bond Adv  
100% 85%
Annual Fees
(1.40% Exp. Ratio)
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$11,896.28 $14,664.56
Est. savings over 30 yrs +$2,768.28
As of 9/30/16
1 YR RETURN 6.51%
3 YR 7.44%
5 YR 6.10%
10 YR --
1 YR RETURN 7.02%
3 YR 7.53%
5 YR --
10 YR --
The investment seeks current income exempt from regular federal income tax. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations with final maturities of between five and fifteen years, the interest on which is exempt from regular federal income tax (the 80% Policy"). At least 90% of the fund's net assets normally is invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality.
The investment seeks total return on an after-tax basis. The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. dollar-denominated, investment-grade fixed income debt instruments.

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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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