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HMKIX Hartford Municipal Income I

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Fund HMKIX Hartford Municipal Income I VWAHX Vanguard High-Yield Tax-Exempt  
100% 98%
Annual Fees
(0.45% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$15,858.14 $17,097.41
Est. savings over 30 yrs +$1,239.28
As of 9/30/16
1 YR RETURN 6.94%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.92%
3 YR 7.18%
5 YR 5.83%
10 YR 5.04%
The investment seeks to provide a high level of current income that is generally exempt from federal income taxes, and long-term total return. The fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax, and the fund may invest up to 35% of its net assets in non-investment grade municipal securities. It may invest in securities that produce income subject to income tax, including the Alternative Minimum Tax.
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.

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