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HHMBX Hartford Municipal Opportunities B

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Fund HHMBX Hartford Municipal Opportunities B VWAHX Vanguard High-Yield Tax-Exempt USATX USAA Tax Exempt Intermediate-Term  
100% 97% 97%
Annual Fees
(1.44% Exp. Ratio)
(0.20% Exp. Ratio)
(0.54% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$11,879.15 $17,285.46 $15,603.37
Est. savings over 30 yrs +$5,406.30 +$3,724.21
As of 12/31/16
1 YR RETURN -0.93%
3 YR 2.86%
5 YR 2.87%
10 YR --
1 YR RETURN 0.83%
3 YR 5.43%
5 YR 4.40%
10 YR 4.43%
1 YR RETURN -0.51%
3 YR 3.11%
5 YR 3.07%
10 YR 3.94%
The investment seeks to provide current income that is generally exempt from federal income taxes and long-term total return. The fund seeks to achieve its investment objective by investing in investment grade and non-investment grade municipal securities (known as "junk bonds") that the sub-adviser considers to be attractive from a yield perspective while considering total return. At least 80% of the fund's net assets must be invested in municipal securities, and up to 35% of the fund's net assets may be invested in non-investment grade municipal securities.
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.
The investment seeks interest income that is exempt from federal income tax. The fund invests primarily in investment-grade securities, the interest from which is exempt from federal income tax (referred to herein as "tax-exempt securities"). During normal market conditions, at least 80% of its net assets will consist of tax-exempt securities. The fund's dollar-weighted average portfolio maturity is between three and 10 years. At least 80% of the fund's annual net investment income dividends will be excludable from gross income for federal income tax purposes and from the calculation of federal alternative minimum taxes for individual taxpayers.

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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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