Investment Test Drive

HTNCX Hartford Municipal Real Return C

1 lower fee alternative found

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Fund HTNCX Hartford Municipal Real Return C GUIRX Goldman Sachs Dynamic Municipal Inc IR  
Similarity
?
100% 91%
Annual Fees
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$146.95
(1.44% Exp. Ratio)
$54.08
(0.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$11,885.79 $15,659.24
Est. savings over 30 yrs +$3,773.45
Return
As of 12/31/16
1 YR RETURN 1.06%
3 YR 1.83%
5 YR 1.80%
10 YR 0.81%
1 YR RETURN 1.30%
3 YR 4.47%
5 YR 3.82%
10 YR 3.82%
Description
The investment seeks to provide current income exempt from federal income tax and after-tax inflation-adjusted total returns. The fund primarily invests in tax-exempt obligations issued by states, territories, and possessions of the United States, and their political subdivisions, agencies and instrumentalities. At least 80% of the tax-exempt obligations purchased by the fund will be of "investment grade" quality. It may invest up to 20% of its net assets in securities with income subject to federal income tax, including the Alternative Minimum Tax.
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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